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Advanced musculoskeletal physiotherapy in the orthopaedic and neurosurgery physiotherapy screening clinics, ED soft tissue review clinic Workbook Prepared by Alfred Health on behalf of the Department of Health, Victoria. © 2014 1 Contents Background ......................................................................................................................................... 3 Scope of practice statement – orthopaedic and neurosurgery screening clinics, ED soft tissue review clinic ......................................................................................................................................... 4 Competency standard – delivering advanced musculoskeletal physiotherapy in the orthopaedic and Neurosurgical screening clinic and ED soft tissue review clinic .......................................................... 5 Learning needs analysis Part A and B: screening and ED soft tissue review clinics ........................ 31 Competency standard self-assessment tool- Part A of the learning needs analysis: screening and ED soft tissue review clinic ................................................................................................................ 32 Knowledge and skills self-assessment – Part B of the learning needs analysis: screening and ED soft tissue review clinics .................................................................................................................... 40 Learning and assessment plan: screening clinics and ED soft tissue review clinics (example only) 68 Workplace learning program ............................................................................................................. 75 Competency based assessment and related tools ........................................................................... 78 Curriculum overview ........................................................................................................................ 131 Glossary........................................................................................................................................... 134 References ...................................................................................................................................... 134 Bibliography ..................................................................................................................................... 135 2 Background This workbook contains the resources for the competency-based learning and assessment program for advanced musculoskeletal physiotherapists commencing work in the orthopaedic and neurosurgery screening and emergency department (ED) soft tissue review clinics. It needs to be read in conjunction with each individual organisation’s policy and procedures for delivering advanced musculoskeletal physiotherapy services and, in particular, with the operational guidelines and clinical governance policy for the relevant advanced musculoskeletal physiotherapy service. The competency-based learning and assessment program is designed to be flexible and tailored to suit the needs of the individual physiotherapist and the needs of the organisation. Therefore decisions regarding the detail of the program need to be made for each organisation by the clinical lead physiotherapist in collaboration with the orthopaedic, neurosurgery or emergency department. This workbook provides the framework to be used along with examples of the learning and assessment program. Organisations may choose to include additional learning and assessment tasks, or do away with some of the proposed tasks depending on the experience and skills of the individual, resources available and requirements of the medical and physiotherapy departments, and the organisation as a whole. A summary of the key components of the competency-based learning and assessment program contained in this workbook specifically written for the orthopaedic and neurosurgery, ED soft tissue review clinics are as follows: the scope of practice definition the competency standard Competency standard self-assessment tool (Part A of the Learning needs analysis) Learning needs analysis (Part A and B) Learning and assessment plan assessment and related tools. 3 Scope of practice statement – orthopaedic and neurosurgery screening clinics, ED soft tissue review clinic The scope of practice for advanced musculoskeletal physiotherapists in the musculoskeletal screening clinics is diverse and may include waitlist triage, orthopaedic screening clinics, neurosurgery spinal pain screening clinics and low-acuity referral from ED clinics. The roles typically include managing patients referred to the orthopaedic or neurosurgery specialists with non-urgent spinal or peripheral (shoulder, hip, and knee) conditions (category 3, 4 and 5). The physiotherapist is responsible for comprehensively assessing, diagnosing and formulating and undertaking a comprehensive management plan alone or in conjunction with expert colleagues. The physiotherapist is responsible for: working within their scope of practice and developing evidence-based management plans for patients in collaboration with their home unit; discussing with experts those patients who require more urgent attention; referring to community-based healthcare providers or other outpatient units within the hospital or discharging appropriately from the service those patients that require no further unit intervention; and communicating appropriately to the primary carer and unit consultant as required. Imaging other than plain films is to be ordered only under the authority of the relevant consultant after collaboration or under agreed protocol for the health organisation. Collaboration is recommended for any patient deemed to be requiring the input from the consultant either at the time of the appointment or sometime after. The physiotherapist will commence working under the supervision of the clinical lead (physiotherapist) with input from the relevant consultant until workbased competency standards have been met (refer to clinical education framework). Once competency has been achieved, the physiotherapist will be deemed to work autonomously with patients presenting with simple, uncomplicated musculoskeletal presentations who, on assessment: present with no red or yellow flags do not need imaging other than plain film do not require the input from the orthopaedic or neurosurgery teams. Any patients who do not meet the above criteria will need to be discussed with the orthopaedic or neurosurgery consultant. Regardless of being deemed competent, a collaborative, team-based approach to patient care is strongly encouraged at all times while working in the orthopaedic and neurosurgery screening clinics and the physiotherapist should remain in close consultation with the relevant consultant regarding any patient concerns. 4 Competency standard – delivering advanced musculoskeletal physiotherapy in the orthopaedic and neurosurgical screening clinic and ED soft tissue review clinic Refer to the Advanced musculoskeletal physiotherapy clinical education framework manual for details regarding the background and development of the competency standard for advanced musculoskeletal physiotherapists delivering services in these clinics. In addition the pathway to competence in the workplace that provides the steps involved to achieving competence is detailed in the manual. The diagram on the next page provides an overview of the competency standard for the orthopaedic and neurosurgical screening clinic and ED soft tissue review clinic. There are variations across Victoria in the model of care for advanced musculoskeletal physiotherapy clinics; therefore it may be that some of the domains and performance criteria described in the competency standard may not apply to every organisation. For example, the prevalence of diabetes varies across different demographics. If the prevalence of diabetes is high in the patient population the organisation services, it is recommended that the diabetes section of the competency-based learning and assessment program be included, otherwise it may not be a high priority for learning and assessment, and there may be other chronic illnesses more prevalent that warrant further knowledge. 5 6 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action Professional behaviours 1. Operate within scope of practice 1.1 Identify and act within own knowledge base and scope of practice 1.2 Work towards the full extent of the role 2. Display accountability 2.1 Take responsibility for own actions, as it applies to the practice context Confer with expert colleagues for a second opinion when unsure or exposed to uncommon presentations Refrain from procedures outside scope Demonstrate a desire to acquire further knowledge and extend practice to achieve full potential within scope of practice Extend the range of patient conditions/profile over time Annually review potential scope of practice in accordance with organisational needs and current legislation Identify the additional responsibilities resulting from working in substitution roles Identify the impact own decision making has on patient outcomes and act to minimise risks Lifelong learning 3. Demonstrate a commitment to lifelong learning 3.1 Engage in lifelong learning practices to maintain and extend professional competence 3.2 Identify own professional development needs and implement strategies for achieving them 3.3 Engage in both self-directed and practicebased learning 3.4 Reflect on clinical practice to identify strengths and areas requiring further development 3.5 Formulate learning objectives and strategies for addressing own limitations Use methods to self-assess knowledge and clinical skills; for example, engage in a clinical needs analysis or performance appraisal process Design a plan to appropriately address identified learning needs Maintain a comprehensive professional portfolio, including evidence supporting achievement of identified needs Actively participate in ongoing continued education programs, both inhouse and external Prepare in advance for work-based assessment and/or continuing education sessions Initiate and create own learning opportunities, for example: o follow up on uncommon or complex cases o obtain and act on advice from other professionals to improve own practice (medical and non-medical) Share clinical experiences that provide learning opportunities for others Conduct shadowing and learning from competent staff (medical and non-medical) 7 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action Communication 4. Communicate with colleagues 4.1 Use concise, systematic communication at the appropriate level when conversing with a range of colleagues in the practice context 4.2 Present all relevant information to expert colleagues when acting to obtain their involvement Verbally present patients to consultant with appropriate brevity and preconsidered purpose using a systematic approach, such as the ISBAR format (to assist with diagnosis and confirm management plan) When presenting cases, consistently include essential information while excluding what is extraneous Write referral letters that are concise, legible, accurate and contain all required information to accepted practice standards in a timely manner With the patient’s consent, consistently provide concise and accurate reports back to referrer and community services containing assessment finding, working diagnosis and plan Provision and coordination of care 5. Evaluate referrals 5.1 Discern patients who are appropriate for advanced physiotherapy management. Do this in accordance with individual strengths or limitations, any legal or organisational restrictions on practice, the environment, the patient profile/needs and within defined work roles Consistently discern patients who are appropriate for advanced musculoskeletal physiotherapy management Consistently discern patients who are not appropriate for advanced musculoskeletal physiotherapy management Engage in timely discussion and referral to expert colleagues for appropriate cases Triage referrals accurately to available pathways Identify red flags from initial referrals and manage immediately and appropriately Identify yellow flags of concern from initial referral and manage appropriately Complete all necessary arrangements to facilitate triaged management plans Ensure triage decisions are documented according to organisational procedure In work prioritisation, consistently apply local organisational requirements of patient flow 8 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 5.2 Discern patients who are appropriate for management in a shared-care arrangement in accordance with individual strengths or limitations, any legal or organisational restrictions on practice, the environment, the patient profile/needs and within defined work roles 5.3 Defer patient referrals to relevant health professionals (including other physiotherapists) when limitations of skill or job role prevent the patient’s needs from being adequately addressed or when indicated by local triage procedure Performance cues Performance cues provide practical examples of what an independent performer may look like in action Ensure relevant health professionals receive an accurate and timely handover when transferring patient care, and that urgency of care is understood Document referral/handover clearly with all necessary information 5.4 Prioritise referrals based on patient profile/need, organisational procedure or targets, and any local factors 5.5 Communicate action taken on referrals using established organisational processes 6. Perform health assessment/examination 6.1 Design and perform an individualised, culturally appropriate and effective patient interview for common and/or complex conditions/presentations History-taking skills include: History of presenting condition: o Chronological relevant sequence of events and symptoms o Mechanism of injury, location of injury and associated questions relating to this such as, for falls, height, headstrike, loss of consciousness, direction of force, position of limb and falls risk o Severity, irritability and nature of problem o Specific red flag and yellow flag questioning Consideration of the impact of presenting complaint on the patient such as: 9 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action o functional activities, mental status, work and social implications (measured via functional outcome measures where possible) and mode of transport to appointment o compensable injuries, litigation Factors, medical or otherwise, that could influence treatment outcomes or prognosis such as time since onset, initial/previous management and efficacies, patient compliance and previous imaging including radiology reports History of medications and other pain-related interventions such as: o current analgesia regimen (prescription and over-the-counter) o previous response to medications o past interventions that have been beneficial o past interventions that have not been beneficial Medical and surgical history including: o smoking, alcohol, recreational drug use o past history of presenting condition Neurological history and family history Social and family history, including: o hand dominance, sport, work, hobbies o social supports, dependants, access to home and work Screening for general health issues Population-specific questions, including predispositions, family history, infectious diseases and overseas travel Ability to make a working diagnosis after taking a history 10 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action History-taking skills are used to identify the following conditions or presentations: Red flags or possible serious underlying pathology (special questions – fevers, sweats, weight loss, incontinence, saddle paraesthesia, etc.) Yellow flags to indicate psychosocial factors exacerbating presenting complaint Common musculoskeletal conditions including: o clinical patterns of pain and symptoms o 24-hour symptom behaviour o aggs and eases Chronic widespread pain (mechanical or neuropathic) and acute pain syndromes, such as complex regional pain syndrome (CRPS) Inflammatory versus non-inflammatory conditions Symptoms emanating from the nervous system More complex musculoskeletal presentations that require a medical opinion When features do not fit a musculoskeletal diagnosis – that is, a possible non-musculoskeletal cause of an apparent musculoskeletal presentation Use history-taking skills to direct an appropriate physical examination, use of investigations and outcome measures consistent with evidencebased practice Physical examination skills include: Conduct an initial assessment, inclusive of skin condition and musculoskeletal and neurological status, as indicated Demonstrate advanced skills in physical examination of the neuromusculoskeletal system as it applies to the practice context, and as directed by information obtained in history taking, including: 11 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action o routine musculoskeletal clinical examination o region-specific special tests o neurological examination – for example, upper motor neurone, lower motor neurone, peripheral nerve and functional testing for the presence of neuropathic pain when indicated (brush allodynia) Physical examination skills are used to identify the following conditions or presentations: Common musculoskeletal presentations Red flags or features suggesting serious underlying pathology Screening for yellow flags More complex musculoskeletal presentations that require a medical opinion Possible non-musculoskeletal cause of a musculoskeletal presentation Regional pain (using relevant special tests for each joint or region) Chronic widespread pain or acute regional pain syndrome Signs of neurological disease localised to the correct neuraxis level Neuropathic pain including CRPS 6.2 Formulate a preliminary hypothesis and differential diagnoses for a patient with common and/or complex conditions, as relevant to the practice context 6.3 Perform complex modifications to routine musculoskeletal assessment in recognition of factors that may impact on the process, such as the patient profile/needs and the practice context 6.4 Design and conduct an individualised, culturally appropriate and effective clinical assessment that: 12 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action is systems-based includes relevant clinical tests selects and measures relevant health indicators substantiates the provisional diagnosis 6.5 Identify when input is required from expert colleagues and act to obtain their involvement 6.6 Ensure all red flags are identified in the assessment process, link red flags to diagnoses not to be missed and take appropriate action in a timely manner 6.7 Ensure yellow flags are identified in the assessment process and take appropriate action in a timely manner 7. Apply the use of radiological investigations in advanced musculoskeletal physiotherapy services 7.1 Anticipate and minimise risks associated with radiological investigations 7.2 Determine the indication for imaging based on assessment findings and clinical decision-making rules 7.3 Select the appropriate modality consistently and liaise to gain authorisation as required 7.4 Convey all required information on the imaging request consistently 7.5 Interpret plain-film images using a systematic approach for patients with common and/or complex conditions, as relevant to the practice context Apply the principles of assessing the risk:benefit ratio of ionising radiations to decision making Consistently question appropriate female patients regarding current pregnancy/breastfeeding status as indicated Determine any previous imaging performed to date, including appropriateness before requesting investigation Apply the indications, advantages and disadvantages, precautions and contraindications of different imaging modalities to decision making for a variety of presentations Follow the clinical decision-making rules to determine imaging applicable to specialised clinical setting Understand and recognise limitations of imaging protocols from primary care settings Recognise views or special imaging that may be preferred in assisting diagnosis – for example, impingement views at the shoulder Follow the local organisation’s policies and procedures regarding 13 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 7.6 Identify when input is required from expert colleagues and act to obtain their involvement 7.7 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body or state/territory legislation Performance cues Performance cues provide practical examples of what an independent performer may look like in action referral and requesting of imaging by physiotherapists Describe the recommended imaging pathways for a variety of common presentations in specialist clinics – for example, upper limb, lower limb or spinal, as indicated Determine when imaging is not indicated and effectively communicate this to the patient Determine when imaging other than plain film may be indicated and liaise effectively with a consultant / medical specialist regarding this, ensuring all precautions and contraindications have been identified prior to discussion Include all essential information on the imaging referral consistently: o authorising consultant, own name, designated role and contact detail, as agreed via local policy o correct patient information and side o clinical findings such as site of injury and mechanism o preliminary diagnosis o other relevant information, such as previous fracture/injury to region Use a systematic approach to imaging interpretation consistently: o routine check of name, date, side and site of injury o correct patient positioning, view and exposure o ABCS (alignment, bone, cartilage, soft tissue) o common sites of injury or pathology o common sites for missed injuries Interpret plain-film x-rays accurately and consistently and seek expert opinion when uncertain or when results may be inconclusive 14 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action Demonstrate awareness if common radiological findings that are incidental or anatomical variants and may not relate to the patient’s symptomology Seek medical input when interpreting imaging such as CT and MRI as appropriate to the clinical setting 8. Apply the use of pathology tests in advanced musculoskeletal physiotherapy services (under the direction and supervision of a consultant) 8.1 Anticipate and minimise risks associated with pathology tests 8.2 Determine the indication for pathology testing based on assessment findings and clinical decision-making rules and liaise with consultant and/or GP 8.3 Identify the appropriate test(s) consistently and act to gain authorisation as required 8.4 Convey all required information to appropriate personnel when initiating pathology tests 8.5 Interpret routine pathology test results for patients with common and/or complex conditions, as relevant to the practice context and in consultation with expert colleagues when required 8.6 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body or state/territory legislation Consistently identify patients infected with HIV or other bloodtransmissible virus and notify the staff involved in the procedure about handling of specimens according to local procedure Identify the common indications for pathology testing inclusive of: o venous blood collection o capillary blood collection (blood glucose) o urine collection Convey accurate and relevant patient assessment findings to the consultant to ensure the pathology request form conveys full and accurate information, for example: o the right test is conducted for the right indication for the right patient o clinical details are accurate o details of drug therapy that may affect test or interpretation are included Describe procedures and tests to the patient accurately and in a manner they can understand and consent to Ensure suitable location and positions for procedural access Interpret a range of pathology tests relevant to the practice context in consultation with the specialist consultant – for example, blood glucose testing and full blood count 15 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 9. Apply the use of therapeutic medicines in advanced musculoskeletal physiotherapy services (under the direction and supervision of a consultant) 9.1 Determine the indication and appropriate medication requirements from information obtained from the history taking and clinical examination, and liaise with relevant health professionals regarding this Performance cues Performance cues provide practical examples of what an independent performer may look like in action Acknowledge and follow the legislative barriers to physiotherapists prescribing therapeutic medicine, as well as local policy for providing medicines Understand the indications, contraindications, common side effects and dosage for analgesic, anti-inflammatory and neuropathic pain medications Understand the differences between time-contingent and paincontingent medication use and indications for each Acknowledge and understand the challenges of achieving analgesia in patients with opioid tolerance and substance abuse disorders Accurately record patient’s current medication regimen for their condition and other pre-existing medical conditions, and compliance with prescribed medication Apply the requirements of being a competent prescriber to decision making within the practice context (refer to NPS competency framework http://www.nps.org.au/health-professionals/professionaldevelopment/prescribing-competencies-framework) Provide the patient with adequate information to ensure safe medicine use (within the physiotherapist’s scope of practice and legislative requirements) and ascertain the patient understands prior to discharge 9.2 Demonstrate knowledge of pharmacokinetics, indications, contraindications and precautions, adverse effects, interactions, dosage and administration of medications commonly used to treat musculoskeletal conditions, applicable to the practice context 9.3 Apply knowledge of the legal and professional responsibilities relevant to recommending, administering, using, supplying and/or prescribing medicines under the current legislation, as relevant to the practice context 16 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action 9.4 Comply with national, state/territory drugs and poisons legislation 9.5. Identify when input is required from expert colleagues and act to obtain their involvement 9.6 Apply relevant knowledge of the medicine involved when recommending and informing patients of the risks and benefits of use 9.7 Exercise due care including properly assessing the implications for individual patients receiving therapeutic medicine, as relevant to the practice context 9.8 Maintain proper clinical records as they relate to therapeutic medicine 9.9 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body and national and state/territory legislation 10. Apply advanced clinical decision making 10.1 Synthesise and interpret findings from clinical assessment and diagnostic tests to confirm the diagnosis 10.2 Demonstrate well-developed judgement in implementing and coordinating a patient management plan that synthesises all relevant factors Identify relevant evidence from subjective or objective examination to support or refute differential diagnoses, with a particular focus on those that indicate non-musculoskeletal pathology Display an awareness of the diagnostic accuracy of physical tests performed, and discuss the effect of a positive or negative test finding on pre/post-test probabilities Demonstrate flexible thinking and revisit other subjective or objective examination findings when presented with new information, either from the patient or as a result of diagnostic investigations Link radiological findings to the presenting complaint, demonstrating awareness of aberrant pathology, incidental findings, anatomical variants and normal images 17 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action Consider other physiological measures and their impact on differential diagnosis Interpret the relevance of findings of pathology results and decide on further assessment or management in conjunction with appropriate medical staff Involve other medical staff to determine appropriate management when necessary Incorporate the patient/caregiver in formulating a management plan Identify the appropriate management plan for simple limb fractures, soft tissue injuries, acute and persistent spinal and peripheral conditions including neuropathic conditions with consideration of surgical and nonsurgical management options, including discussion with medical colleagues as necessary Determine appropriate musculoskeletal support and provide appropriate aftercare advice Determine appropriate additional diagnostic imaging in line with local policies/procedures/practice context, in conjunction with medical colleagues as required Refer patients on to other specialist clinics in line with local policies/ procedures/practice context in conjunction with medical colleagues as required Identify precautions and contraindications for medications appropriate to the patient 10.3 Use finite healthcare resources wisely to achieve best outcomes Modify practice to accommodate changing demands in the availability of local resources – for example, high demands on radiology and long elective surgical waiting times Educate patients regarding expectations of services that may not be available, indicated or realistic in outpatient setting – for example, a patient requesting MRI scan for axial back pain without trial of conservative management 18 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 11. Formulate and 11.1 Formulate complex, evidence-based implement a management/ management plans/interventions as determined intervention plan by agreed level of autonomy to act as an agent for the specialist, relevant to the practice context and in collaboration with the patient 11.2 Identify when guidance is required from expert colleagues and act to obtain their involvement 11.3 Facilitate all prerequisite investigations/ procedures prior to consultation, referral or followup, as relevant to the practice context 11.4 Assess the need for referral or follow-up and arrange if necessary 11.5 Identify when input to complementary care is required from other healthcare professionals and act to obtain their involvement 11.6 Provide appropriate education and advice to patients with common and/or complex conditions, as relevant to the practice context 11.7 Conduct a thorough handover to ensure patient care is maintained Performance cues Performance cues provide practical examples of what an independent performer may look like in action Formulate management plans using best available evidence Consider the potential benefits and limitations of best evidence in context of patient Ensure available local resources are integrated into decision making – for example, services available in local area to patient, enhanced primary care and Medicare Involve the patient in formulating management plans Seek a medical opinion when serious underlying pathology, urgent yellow flags or non-musculoskeletal pathology is suspected Identify when a management plan extends beyond scope of practice and engage appropriate assistance and/or handover to medical team Engage other health professionals to complement care – for example, social worker for homelessness, nurse for wound management, bariatric or pain management services – and ensure patient is consenting to management plan and is fully aware of referrals Liaise with other health professionals to complete WorkCover/sick certificates Communicate with patient’s GP/community services as required Provide education and advice to the patient/caregiver, including diagnosis, treatment plan, self-management strategies (where indicated), advice when to seek further help, medication usage, vocational advice, timelines regarding recovery, referrals for ongoing management and information on local community resources/health promotion Use written information for patients where available Confirm patient’s understanding of information provided Communicate effectively using written and verbal methods when handing over patient care Ensure handover is given to an appropriate professional Ensure patients are informed of the handover 19 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 12. Monitor and escalate care 12.1 Monitor the patient response and progress throughout the intervention using appropriate visual, verbal and physiological observations 12.2 Identify and respond to atypical situations that arise when implementing the management plan/intervention 13. Obtain patient consent 13.1 Explain own activity to the patient as it specifically relates to the practice context and check that the patient agrees before proceeding 13.2 Evaluate the patient’s capacity for decision making and consent Performance cues Performance cues provide practical examples of what an independent performer may look like in action Ensure that all appropriate baseline measures, including neuro examination if appropriate, are recorded initially and at appropriate intervals with follow-up Identify and act on verbal and non-verbal cues that indicate distress, worsening pain levels or neurological symptoms, and engage with consultant or GP as indicated Recognise difficult and challenging behaviours – for example, aggression, intoxication or expressed desire to self-harm. Use appropriate de-escalation strategies and seek involvement of other team members where required – for example, code grey, security personnel Monitor for side effects of any medications prescribed and inform relevant staff Identify changes to likely differential diagnosis throughout the assessment and management of patients Identify which patients require multidisciplinary input or no longer require physiotherapy input Identify which patients need to be handed over to medical colleagues for all ongoing care Identify signs of worsening systemic function and escalate appropriately Identify issues around continuing consent to treatment with involvement of other colleagues as necessary Clearly inform the patient that their care is being managed by a physiotherapist, and address any issues relating to patient expectation of being managed by a medical officer Educate patient and confirm their understanding of relevant risks and benefits of investigations and procedures while under the care of the physiotherapist but not limited to those performed by the 20 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 13.3 Inform the patient of any additional risks specific to advanced practice, proposed treatments and ongoing service delivery, and confirm their understanding 13.4 Employ strategies for overcoming barriers to informed consent as relevant to the practice context 14. Document patient information 14.1 Document in the patient health record, fully capturing the entire intervention and consultation process, addressing areas of risk and consent, and including any referral or follow-up plans Performance cues Performance cues provide practical examples of what an independent performer may look like in action physiotherapist Consistently identify factors compromising patient’s capacity to consent – for example, intoxication, shock, patient duress/stress, substance abuse, culturally and linguistic diversity, mental health conditions and children (without next of kin) Liaise with expert colleagues – for example, the consultant – when presented with barriers to consent Arrange interpreters where indicated Consistently include all aspects of the patient’s assessment and management by the physiotherapist Consistently meet standards defined by the local healthcare network including consent Be aware of the effects of common treatment options that may impact on a patient with diabetes (for example, effect of corticosteroid on blood sugar levels) Demonstrate a working knowledge of local processes for documentation Consistently complete all documentation related to clinic attendance – for example, referrals and discharge letters Consistently meet the standards outlined by APRHA’s code of conduct for maintaining a health record Specific to practice context (screening clinics) 15. Implement management of fractures and simple joint reductions (physio ED review clinic) 15.1 Integrate knowledge of fracture management principles to assess and manage simple radialhead fractures or clinically suspected fractures where imaging is negative Identify, define and describe fracture patterns and their significance to management Describe the process involved and factors affecting fracture healing Describe classification of radial head fractures and associated management options Assess for the possible complications of fractures and associated injuries for example, neurovascular damage, compartment syndrome, 21 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action soft tissue injuries Apply the appropriate form of immobilisation where indicated Ensure patient can mobilise/function safely prior to discharge Confirm the patient understands the diagnosis, treatment plan, selfmanagement strategies (where indicated), advice when to seek further help, medication usage, vocational advice, timelines re: recovery, referrals for ongoing management, and information on local community resources and health promotion Arrange appropriate follow-up and referral information 15.2 Identify what fractures require the involvement of the orthopaedic team and provide appropriate care until such review occurs Identify fractures associated with ligamentous and other soft tissue injuries that need immediate medical care and act accordingly to ensure a timely medical review occurs Communicate effectively with medical team demonstrating the ability to describe the fracture from x-ray findings, relevant findings from history taking and clinical examination Ensure adequate imaging has occurred prior to specialist review 15.3 Identify an unstable knee and when immediate orthopaedic attention is required Identify knee pathology signs and symptoms that contribute to an unstable knee Identify which structures contribute to an unstable knee and identify appropriate management options Identify and perform clinical tests to confirm Identify radiological criteria for confirmation of unstable knee in combination with physical assessment 15.4 Identify shoulder pathology of shoulder dislocation and associated injuries, as well as AC dislocation, and liaise with orthopaedic team to ensure optimal management Describe typical patterns of shoulder dislocation, the mechanism of injury, typical structures injured within shoulder and imaging findings Describe complications of shoulder dislocation Identify and perform physical exam to exclude complications in particular neurovascular examination 22 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action 15.5 Demonstrate the ability to safely and effectively apply musculoskeletal support where indicated in managing musculoskeletal conditions Identify and perform appropriate peripheral nerve examination Identify and perform special tests of instability and labral pathology Identify the classification system of AC joint injuries Understand which injuries are managed conservatively and which could be managed surgically Describe and demonstrate in practice the principles for applying musculoskeletal support (plastering, splints, taping) inclusive of: o o o o o o o 16. Implement care of musculoskeletal conditions in patients with diabetes indications for patient consent and compliance preparation of limb positioning of limb application precautions and warnings aftercare management and patient education referrals and follow-up removal of musculoskeletal support 16.1 Modify routine musculoskeletal assessment in State the normal blood glucose range recognition of a patient’s diabetic condition, as Identify situations when blood glucose should be tested relevant to the practice context Interpret the results of blood glucose testing and report readings outside the acceptable range to the appropriate person Identify situations where testing for ketones is appropriate 16.2 Modify routine musculoskeletal interventions Recognise the signs of hypoglycaemia or hyperglycaemia and act in a in recognition of a patient’s diabetic condition, as timely way to involve nursing and medical staff relevant to the practice context Demonstrate a basic knowledge of the types of oral antihyperglycaemic agents and how they work 16.3 Provide patients with diabetic conditions with Demonstrate a basic knowledge of insulin and GLP-1 receptor agonists information relevant to altering their health – for example, drug type, action and side-effects behaviours and improving their health status Know the appropriate referral system to the diabetes specialist team, 23 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action 16.4 Identify when input is required from expert and use where appropriate colleagues to assess and manage musculoskeletal Be familiar with the treatment regimen and device or delivery systems conditions in patients with diabetes and act to for a person with diabetes obtain their involvement Be aware of policies relating to fasting in people with diabetes undergoing surgical or investigative procedures, or a prolonged stay in 16.5 Apply evidence-based practice to managing the ED musculoskeletal condition in patients with diabetes Recognise the need for and carry out foot screening for people with diabetes, inclusive of a thorough neurovascular assessment Demonstrate awareness of complications and prevention of neuropathy Describe measures to prevent tissue damage in people with diabetes Demonstrate an awareness that all people with diabetes are at risk of nephropathy and the implications of this on medication use Demonstrate an awareness that all people with diabetes are at risk of retinopathy and consider the impact of this in the management and follow-up plan Ensure health professionals involved in care of the patient’s diabetes are informed of diagnosis, changes to medications, management and follow-up plan Encourage people with diabetes to participate in safe and healthy, active lifestyle behaviours as part of their recovery process 17. Develop and implement a management plan for patients presenting with spinal pain 17.1 Perform appropriate spinal assessment with appropriate subjective examination, appropriate objective examination and advanced clinical reasoning to offer appropriate advice to patients and carers 17.2 Demonstrate understanding of different surgical management for spinal pain, typical presentations, indications for surgery, risks and Demonstrate an understanding of the natural history of acute and chronic spinal pain presentations and the likely prognosis Demonstrate an advanced understanding of when surgery is indicated in managing musculoskeletal spinal pain Demonstrate an advanced understanding of the evidence base for physiotherapy and exercise in managing acute and persistent spinal pain Conduct an appropriate subjective examination that is focused on clearing spinal red flags and gathering appropriate information to help with differential diagnosis 24 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action proposed benefits Perform a musculoskeletal examination with appropriate testing of active and passive range of movement, repeated movement, ligamentous structures, muscle strength, special tests, palpatory exam and functional abilities as appropriate, to further confirm or refute differential diagnoses Identify patients presenting with non-mechanical symptoms requiring the review of another medical specialty, such as neurology or rheumatology Demonstrate advanced clinical reasoning in analysing findings Use a problem list to construct a goal-orientated management plan that the patient understands and consents to Clearly identify and prioritise patients presenting with urgent surgical requirements and/or pain management requirements, and engage the consultant to expedite further evaluation and management Perform a neurological examination with appropriate testing of reflexes, sensation, power, tone and neuro-dynamics Demonstrate ability to synthesise findings and document what is the likely underlying pathology Consistently document all areas tested, including positive and negative findings Demonstrate an advanced understanding of the evidence base for other conservative therapies, such as spinal injections and possible risks and contraindications List the types of spinal injections and what types of drugs are administered Demonstrate an awareness of anticoagulant medications and list possible complications following a spinal injection, including being on anticoagulant Document how risk is minimised when patient is scheduled to have a spinal injection 17.3 Perform sufficient neurological examination that incorporates upper motor neurone and lower motor neurone and peripheral nerve examinations with consistency in documentation standard 17.4 Identify which patients may respond to injections and have an understanding of the different types of injections, their associated risks and efficacy, and be aware when a patient is on anticoagulant medication 25 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element 18. Develop and implement a management plan for patients presenting with limb pain 18.1 Perform appropriate peripheral assessment with appropriate subjective examination, appropriate objective examination and advanced clinical reasoning to offer appropriate advice to patients and carers Performance cues Performance cues provide practical examples of what an independent performer may look like in action Demonstrate an understanding of the natural history of acute and chronic limb-pain presentations and the likely prognosis Demonstrate an advanced understanding of when surgery is indicated in managing musculoskeletal limb pain Demonstrate an advanced understanding of the evidence base for physiotherapy and exercise in managing acute and persistent limb pain 18.2 Perform an adequate knee examination, both Demonstrate an advanced understanding of the evidence base for subjective and objective, in order to direct other conservative therapies, such as local anaesthetic blocks, conservative management and prioritise the knee cortisone injections pathologies that require more urgent surgical Clearly identify and prioritise patients presenting with urgent surgical intervention requirements and/or pain management requirements, and engage the consultant to expedite further evaluation and management 18.3 Perform an adequate shoulder examination, Conduct an appropriate subjective examination that is focused on both subjective and objective, in order to determine clearing red flags and gathering appropriate information to help with which shoulder pathologies require conservative differential diagnosis versus surgical management and in which Identify patients presenting with non-mechanical symptoms requiring timeframes the review of another medical specialty, such as neurology or rheumatology Demonstrate advanced clinical reasoning in analysing findings Use a problem list to construct a goal-oriented management plan that the patient understands and consents to Consistently document all areas tested, including positive and negative findings Perform a musculoskeletal examination with appropriate testing of active and passive range of movement, repeated movement, ligamentous structures, muscle strength, special tests, palpatory exam and functional abilities as appropriate, to further confirm or refute differential diagnoses Demonstrate an understanding of the definition of knee instability Demonstrate an understanding of surgical versus conservative best practice guidelines and the timely nature of intervention Demonstrate an understanding of imaging guidelines that support best 26 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action practice Demonstrate an understanding of the type of immobilisation required Perform adequate assessment techniques to assess knee instability Perform adequate assessment to differentiate meniscal from patellafemoral joint pathologies Demonstrate an understanding of meniscal debridement versus repair with associated surgical options, indications for each and the evidence base for efficacy Demonstrate an understanding of the recurrent patella-femoral joint dislocation, conservative and surgical management options and evidence base for each Perform a shoulder examination, having an awareness of adequate impingement tests, instability tests and muscle strength tests with their associated sensitivity/specificity, to formulate an accurate diagnosis Demonstrate an understanding of surgical versus conservative best practice guidelines and the timely nature of intervention, taking into account natural history of conditions, such as shoulder dislocation, rotator cuff tears, frozen shoulder Demonstrate an understanding of imaging guidelines that support best practice Perform adequate assessment to be able to specify physiotherapy treatment approaches that may be more appropriate in managing specific cases Demonstrate an understanding of injections at the shoulder, what drug is administered, principles of efficacy and how frequently they can be administered if effective, articulating the risks and evidence base for efficacy 19. Implement care of acute and persistent pain conditions 19.1 Identify the complexity, multidimensional and individual nature of the pain experience 19.2 Identify the impact of pain on society Demonstrate the understanding that function, activity level and disability are associated with, but are not the same as, pain Identify the substantial variability in response to actual tissue damage 27 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action 19.3 Formulate a preliminary hypothesis, differential diagnoses and patient-centred management plan 19.4 Ensure that management plans are designed to optimise patient compliance/treatment adherence or potential tissue damage, as reflected in the modest correlations among physical damage, pain and disability for acute, progressive and chronic pain Demonstrate knowledge of the basic neurochemical and neurologic mechanism through which emotion, cognition and behaviour influence each other and are influenced by physiology Demonstrate an understanding of the various emotional reactions to actual or potential tissue damage, including anxiety, fear, depression and anger Demonstrate the knowledge that anticipatory anxiety, distress and fear may exacerbate pain or predict pain severity Demonstrate an understanding of the major interactions between cognitive appraisal and affective reactions – for example, the role of catastrophising, helplessness and other maladaptive patterns of thinking, or the consequence of self-efficacy and personal control Demonstrate empathic and compassionate communication Demonstrate an understanding of how cultural, institutional, societal and regulatory influences affect the assessment and management of pain Demonstrate the knowledge that there are cultural, environmental and racial variations in pain experience and expression, and in healthcare seeking and treatment Demonstrate the knowledge that pain behaviours and complaints are best understood in the context of social transactions among the individual, spouse, employers and health professionals, and in the context of community, governmental or legal procedures Demonstrate an understanding of the potential role of the family in promoting illness or well behaviour Demonstrate an awareness of the significance of stress and trauma – for example, family violence, sexual abuse and interpersonal relationship discord – as predisposing, exacerbating or maintaining factors in pain complaints and disability 28 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action Demonstrate an awareness that chronic pain patients can present with signs and symptoms that are incongruent with clinical expectations based on anatomical and physiological knowledge Identify that malingering and deception are possible, and identify factors that increase the likelihood, as well as limitations in our capacities to accurately assess malingering Be able to develop a treatment plan based on the benefits and risks of available treatments Demonstrate an understanding of the role of the clinician, including acting as an advocate to assist the patient to meet treatment goals Demonstrate familiarity with how individual differences in both patients and health professionals affect adherence to treatment recommendations Demonstrate an understanding of how expectations, coping, cultural factors and environmental factors influence disability, treatment outcome and maintenance of treatment effects 20. Implement appropriate care of acute and persistent pain conditions in patients who have psychological conditions, including anxiety, depression and posttraumatic stress disorder 20.1 Exercise due care in managing patients with acute and chronic pain with psychological comorbidities, including on referral of patients with poorly managed psychological symptoms or who are considered at risk of self-harm 20.2 Demonstrate knowledge of the common psychological comorbidities associated with acute and persistent pain Demonstrate awareness that pain and depression, as well as anxiety, are associated with each other Demonstrate the knowledge that chronic pain is not masked depression, nor is there evidence for the pain-prone personality disorder Demonstrate the knowledge that depression in chronic pain patients is more likely to be a consequence than a cause of chronic pain but that psychosocial factors may increase the risk for the development of chronic pain, particularly anxiety, catastrophising, alcohol or other substance disorders, and occupational impairment Demonstrate the knowledge that depression may be a predictor of pain severity, pain behaviour, disability or adherence to pain treatment, and that the presence of pain may be a predictor of depression severity; however, be aware that these are associations, not causal statements Identify that early intervention is increasingly seen as central to the 29 Element Elements describe the essential outcome of the competency standard Performance criteria The performance criteria specify the level of the performance required to demonstrate achievement of the element Performance cues Performance cues provide practical examples of what an independent performer may look like in action prevention of long-term disability Evaluate psychosocial risk factors that influence the onset and maintenance of disability and understand the interventions for their management 30 Learning needs analysis Part A and B: screening and ED soft tissue review clinics The Learning needs analysis is a self-assessment using the Competency standard self-assessment tool (Part A) and the underpinning Knowledge and skills self-assessment tool (Part B). Part B includes an extensive list that varies from having a basic awareness to advanced knowledge of the different skills and knowledge an advanced musculoskeletal physiotherapist may require. It should be completed with Part A prior to developing the Learning and assessment plan. Both Part A and B of the Learning needs analysis should first be completed by the individual (approximately no more than ½ hour should be spent doing this – it is a tool designed to identify gaps in knowledge). Part A and B are then reviewed jointly with the physiotherapists and clinical lead or mentor. The key areas for development to be addressed in the learning program should be prioritised with help from the clinical lead or mentor according to relevance to the role and most common conditions that are likely to present to the organisation. The non-clinical time available to the physiotherapist also needs to be considered when prioritising what areas need to be addressed first. It is not expected that ALL of what is listed in Part B needs to be addressed in order to achieve competency. Part B is merely a tool to help identify what the physiotherapist does not know and direct learning accordingly. A tailored Learning and assessment plan should then be developed to direct the use of the learning modules (accessible on the Victorian Department of Health website). Additionally, the Learning needs analysis Part A and B, once completed, can also be used as evidence as having met the performance criteria (2.1, 3.1–3) of the competency standard by the method of self-assessment. 31 Competency standard self-assessment tool – Part A of the Learning needs analysis: screening and ed soft tissue review clinic Clinicians use self-assessment to help them reflect meaningfully and identify both their strengths and their own learning needs. This allows tailoring of the training and assessment program to meet that identified learning need. The Competency standard self-assessment tool is a self- assessment against the elements and performance criteria listed in the competency standard. It also is Part A of the Learning needs analysis. If needed refer to the performance cues on the competency standard to assist with this self-assessment process. ROLE RELEVAN CE work role Candidate’s Date of selfname: assessment: INDICATE YOUR LEVEL OF CONFIDENCE AGAINST THE FOLLOWING PERFORMANCE CRITERIA 1. I require training and development in most or all of this area 2. I require further training in some aspects of this area 3. I am confident I already do this competently ELEMENTS AND PERFORMANCE CRITERIA Confidence o Refer to the competency standard for further details rating scale o 1 2 3 If 1 or 2 on the confidence rating scale document action plan If 3 on the confidence rating scale provide/document evidence of competency PROFESSIONAL BEHAVIOURS 1. Operate within scope of practice 1.1 Identify and act within own knowledge base and scope of practice 1.2 Work towards the full extent of the role 2. Display accountability 2.1 Take responsibility for own actions as it applies to the practice context LIFELONG LEARNING 3. Demonstrate a commitment to lifelong learning 3.1 Engage in lifelong learning practices to maintain and extend professional competence 3.2 Identify own professional development needs, and implement strategies for 32 achieving them 3.3 Engage in both self-directed and practice-based learning 3.4 Reflect on clinical practice to identify strengths and areas requiring further development 3.5 Formulate learning objectives and strategies for addressing own limitations COMMUNICATION 4. Communicate with colleagues 4.1 Use concise, systematic communication at the appropriate level when conversing with a range of colleagues in the practice context 4.2 Present all relevant information to expert colleagues when acting to obtain their involvement PROVISION AND COORDINATION OF CARE 5. Evaluate referrals 5.1 Discern patients who are appropriate for advanced physiotherapy management in accordance with individual strengths or limitations, any legal or organisational restrictions on practice, the environment, the patient profile/needs and within defined work roles 5.2 Discern patients who are appropriate for management in a shared care arrangement in accordance with individual strengths or limitations, any legal or organisational restrictions on practice, the environment, the patient profile/needs and within defined work roles 5.3 Defer patient referrals to relevant professionals (including other physiotherapists) when limitations of skill or job role prevent the client’s needs from being adequately addressed, or when indicated by local triage procedure 5.4 Prioritise referrals based on patient profile/need, organisational procedure or targets and any local factors 5.5 Communicate action taken on referrals using established organisational processes 6. Perform health assessment/examination 6.1 Design and perform an individualised, culturally appropriate and effective patient interview with common and/or complex conditions/presentations 6.2 Formulate a preliminary hypothesis and differential diagnoses for a patient 33 with common and/or complex conditions, as relevant to the practice context 6.3 Perform complex modifications to routine musculoskeletal assessment in recognition of factors that may impact on the process such as the patient profile/needs and the practice context 6.4 Design and conduct an individualised, culturally appropriate and effective clinical assessment that: is systems-based includes relevant clinical tests selects and measures relevant health indicators substantiates the provisional diagnosis 6.5 Identify when input is required from expert colleagues and act to obtain their involvement 6.6 Ensure all ‘red flags’ are identified in the assessment process, link ‘red flags’ to diagnoses not to be missed and take appropriate action in a timely manner 6.7 Ensure ‘yellow flags’ are identified in the assessment process and take appropriate action in a timely manner 7. Apply the use of radiological investigations 7.1 Anticipate and minimise risks associated with radiological investigations 7.2 Determine the indication for imaging based on assessment findings and clinical decision-making rules 7.3 Select the appropriate modality consistently and act to gain authorisation as required 7.4 Convey all required information on the imaging request consistently 7.5 Interpret plain-film radiological images using a systematic approach for patients with common and/or complex conditions, as relevant to the practice context 7.6 Identify when input is required from expert colleagues and act to obtain their involvement 7.7 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body or state/territory legislation 8. Apply the use pathology tests in advanced musculoskeletal physiotherapy (under the direction and supervision of a consultant) 8.1 Anticipate and minimise risks associated with pathology tests 34 8.2 Determine the indication for pathology testing based on assessment findings and clinical decision-making rules with consultant and/or GP 8.3 Identify the appropriate test(s) consistently and act to gain authorisation as required 8.4 Convey all required information to appropriate personnel when initiating pathology tests 8.5 Interpret pathology test results for patients with common and/or complex conditions, as relevant to the practice context and in consultation with expert colleagues when required 8.6 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body or state/territory legislation 9. Use therapeutic medicines in advanced musculoskeletal physiotherapy (under the direction and supervision of a consultant) 9.1 Determine the indication and appropriate medication requirements from information obtained from the history taking and clinical examination and liaise with relevant health professionals regarding this 9.2 Demonstrate knowledge of pharmacokinetics, indications, contraindications and precautions, adverse effects, interactions, dosage and administration of medications commonly used to treat musculoskeletal conditions, applicable to the practice context 9.3 Apply knowledge of the legal and professional responsibilities relevant to recommending, administering, using, supplying and/or prescribing medicines under the current legislation, as relevant to the practice context 9.4 Comply with national and state/territory drugs and poisons legislation 9.5 Identify when input is required from expert colleagues and act to obtain their involvement 9.6 Apply relevant knowledge of the medicine involved when recommending and informing patients of the risks and benefits of use 9.7 Exercise due care including properly assessing the implications for individual patients receiving therapeutic medicine, as relevant to the practice context 9.8 Maintain proper clinical records as they relate to therapeutic medicine 9.9 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body and national and state/territory legislation 35 10. Advanced clinical decision making 10.1 Synthesise and interpret findings from clinical assessment and diagnostic tests to confirm the diagnosis 10.2 Demonstrate well-developed judgement in implementing and coordinating a patient management plan that synthesises all relevant factors 10.3 Use finite healthcare resources wisely to achieve best outcomes 11. Formulate and implement a management/intervention plan 11.1 Formulate complex, evidence-based management plans/interventions that are relevant to the practice context and in collaboration with the patient, as determined by agreed level of autonomy to act as an agent for the specialist 11.2 Identify when guidance is required from expert colleagues and act to obtain their involvement 11.3 Facilitate all prerequisite investigations/procedures prior to consultation, referral or follow-up, as relevant to the practice context 11.4 Assess the need for referral or follow-up and arrange if necessary 11.5 Identify when input to complement care is required from other health professionals and act to obtain their involvement 11.6 Provide appropriate education and advice to patients with common and/or complex conditions, as relevant to the practice context 11.7 Conduct a thorough handover to ensure patient care is maintained 12. Monitoring and escalation 12.1 Monitor the patient response and progress throughout the intervention using appropriate visual, verbal and physiological observations 12.2 Identify and respond to atypical situations that arise when implementing the management plan/intervention 13. Obtain patient consent 13.1 Explain own activity to the patient as it specifically relates to the practice context and check that the patient agrees before proceeding 13.2 Consider the patient’s capacity for decision making and consent 13.3 Inform the patient of any additional risks specific to advanced practice proposed treatments and ongoing service delivery and confirm their understanding 13.4 Employ strategies for overcoming barriers to informed consent as relevant to 36 the practice context 14. Document patient information 14.1 Document in the patient health record, fully capturing the entire intervention, consultation process, addressing areas of risk and consent and including any referral or follow-up plans ADDITIONAL ADVANCED PRACTICE CLINICAL TASKS SPECIFIC TO PRACTICE CONTEXT 15. Implement management of fractures and simple joint reductions (physio ED review clinic) 15.1 Integrate knowledge of fracture management principles to assess and manage simple radial head fractures or clinically suspected fractures where imaging is negative 15.2 Identify what fractures require the involvement of the orthopaedic team and provides appropriate care until such review occurs 15.3 Identify the unstable knee and recognises when immediate orthopaedic attention is required 15.4 Identify shoulder pathology of shoulder dislocation and associated injuries as well as AC dislocation and liaises with orthopaedic team to ensure optimal management 15.5 Demonstrate the ability to safely and effectively apply musculoskeletal support where indicated in managing musculoskeletal conditions 16. Implement care of musculoskeletal conditions in patients with diabetes 16.1 Modify routine musculoskeletal assessment in recognition of a patient’s diabetic condition, as relevant to the practice context 16.2 Modify routine musculoskeletal interventions in recognition of a patient’s diabetic condition, as relevant to the practice context 16.3 Provide patients with diabetic conditions with information relevant to altering their health behaviours and improving their health status 16.4 Identify when input is required from expert colleagues to assess and manage musculoskeletal conditions in patients with diabetes and act to obtain their involvement 16.5 Apply evidence-based practice to managing musculoskeletal condition in patients with diabetes 17. Develop and implement a management plan for patients presenting with spinal pain 17.1 Perform appropriate spinal assessment with appropriate subjective 37 examination, appropriate objective examination and advanced clinical reasoning to offer appropriate advice to patients and carers 17.2 Perform sufficient neurological examination that incorporates upper motor neurone and lower motor neurone and peripheral nerve examinations with consistency in documentation standard 17.3 Identify which patients may respond to injections and have an understanding of the different types of injections, their associated risks and efficacy, and to be wary of advice of when patient is on an anticoagulant medication 17.4 Demonstrate understanding of different surgical management for spinal pain, the typical presentations, indications for surgery, risks and proposed benefits 18. Develop and implement a management plan for patients presenting with limb pain 18.1 Perform appropriate peripheral assessment with appropriate subjective examination, appropriate objective examination and advanced clinical reasoning to offer appropriate advice to patients and carers 18.2 Perform an adequate knee examination both subjective and objective in order to prioritise the knee pathologies that require more urgent surgical intervention 18.3 Perform an adequate shoulder examination both subjective and objective in order to determine which shoulder instabilities require conservative versus surgical management and in which timeframes 19. Implement care of acute and persistent pain conditions 19.1 Identify the complexity, multidimensional and individual nature of the pain experience 19.2 Identify the impact of pain on society 19.3 Formulate a preliminary hypothesis, differential diagnoses and patientcentred management plan 19.4 Ensure management plans are designed to optimise patient compliance / treatment adherence 20. Implement appropriate care of acute and persistent pain conditions in patients who have psychological conditions including anxiety, depression, and posttraumatic stress disorder 38 20.1 Exercise due care in managing patients with acute and chronic pain with psychological comorbidities including on referral of patients with poorly managed psychological symptoms or considered at risk of self-harm 20.2 Demonstrate knowledge of the common psychological comorbidities associated with acute and persistent pain Identified learning needs, action plan and timeframe 39 Knowledge and skills self-assessment – Part B of the Learning needs analysis: screening and ED soft tissue review clinics This Learning needs analysis has been modified and adapted with written permission from Symes G 2009, Resource manual and competencies for extended musculoskeletal roles: chartered physiotherapists with an extended scope of practice, Scotland. Candidate’s name: Date of self-assessment: ROLE RELEVANCE INDICATE YOUR LEVEL OF CONFIDENCE AGAINST THE FOLLOWING PERFORMANCE CRITERIA 1. I require training and development in most or all of this area 2. I require further training in some aspects of this area 3. I am confident I already do this competently Confidence rating Underpinning skills and knowledge scale 1 2 Learning strategies 3 1. Musculoskeletal presentations Background knowledge The advanced musculoskeletal physiotherapist (AMP) has advanced knowledge in: History taking The AMP is able to obtain an accurate clinical history from patient’s presenting Anatomy of the neuromusculoskeletal systems Surface anatomy Neurovascular supply Functional anatomy Physiology of the neuromusculoskeletal systems Biomechanics of the neuromusculoskeletal systems Pain mechanisms Presenting complaint Chronological relevant sequence of events and symptoms 40 with signs and symptoms The AMP identifies the following: Mechanism of injury and associated questions relating to this – for example, falls, HS, gait aids, protective posturing Severity, irritability and nature of problem Current and past medications Past history of condition Past treatments and efficacy including external medical consults Compliance and adherence to proposed treatment regimens Belief system about recovery of condition Patient expectations of current consultation Medical history using a systems-based approach Special questions as indicated: pregnancy, spinal red flags, medical red flags Family history Personal, work and social history Hand dominance – musicians, sportspeople, etc. Alcohol, smoking, drug taking, sexual history if relevant (PID) The likely source of symptoms The presenting complaint is referred (spinal or visceral) or of non-musculoskeletal origin If pain is the main feature then the likely dominant pain mechanism Red flags – the symptoms indicate possible serious pathology such as tumour, fracture, infection or cauda equina Yellow flags – psychosocial factors are exacerbating the presenting complaint 41 Clinical assessment To perform an accurate clinical assessment of patients, the AMP describes accurately, and includes the following: Blue flags – psychosocial factors related to the workplace are contributing to symptoms A problem list that priorities main issues for the patient Observation of posture and any associated spinal problem, muscle wasting, skin integrity, absence or presence of deformity, swelling or protective posturing Conducts a baseline assessment (inclusive of vital signs if relevant) Conducts a neurovascular assessment where indicated – inclusive of peripheral nerve assessment and/or thorough neurological assessment The AMP is capable of describing and performing additional tests as appropriate and relevant to the practice context, for example: Examination techniques as appropriate, for example: Palpation Functional tests Range of motion tests Muscle strength tests Special tests as indicated SHOULDER Hawkins-Kennedy impingement test Neer’s sign and test Yocum’s test Jobe’s test O’Brien’s test Crank test Belly press test Gerber’s lift-off test 42 Apprehension tests Drawer tests Relocation tests Sulcus sign Reflexes Thoracic outlet tests Neurodynamic tests ELBOW Thoracic outlet tests Upper limb tension tests Tennis elbow (Cozen’s test) Mill’s test Lateral epicondylalgia test for extensor digitorum Tinel’s sign for ulnar nerve Pinch grip test for the anterior interosseus nerve Collateral ligament varus/valgus stress test W RIST AND HAND Reflexes Thoracic outlet tests Upper limb tension tests Finkelstein’s test Tinel’s test Phalen’s test Watson’s (scaphoid shift or radial stress test) Triangular fibrocartilage complex (TFCC) test (ulnar grind) Resisted active finger extension with wrist in flexion Piano key test Pinch test (scaphoid) 43 Axial compression through thumb (scaphoid) HIP Straight leg raise Femoral nerve stretch test Faber (Patrick’s/Figure 4) test Sacroiliac joint (SI) pain provocation tests Trendelenburg’s test Leg length test Thomas test Rectus femoris test Ober’s test Hamstring contracture test Sign of the buttock (straight leg raising) test Squeeze test KNEE Lachman’s test Joint line palpation Anterior and posterior drawer Medial collateral ligament (MCL) or lateral collateral ligament (LCL) tests Pivot shift test Tibial sag sign McMurray’s test Loomer’s (dial) test for posterolateral instability Patella tests – for example, o Waldron’s test o McConnell’s critical test o Passive patellar tilt o Lateral pull test o Zohler’s sign o Frund’s sign 44 o o o o Patella inhibition test tracking test flexion test Sage sign FOOT AND ANKLE Talar rock Gait analysis Hubscher’s (Jack test) Tinel’s test Tibialis posterior tests Windlass test Mulder’s test Neurodynamic tests SPINE Upper and lower limb reflexes Babinski sign Straight leg raise, active and passive Femoral nerve stretch test Neurodynamic tests Thoracic outlet test Froment’s sign Cranial nerve tests Hip tests SI pain provocation tests Segmental instability test One-leg lumbar extension test Spurling’s test Coordination tests Tests for clonus and upper motor neurone lesions (UMNL) 45 Investigations The AMP is aware of the role, indications, risks and clinical decision pathways related to investigations for the diagnosis and management of the above disorders, that is: Blood tests Biochemistry – urine analysis and joint aspirations X-rays MRI CT Nerve conduction studies (NCS) Ultrasound The AMP is also capable of interpreting investigations (plain films, blood tests, and urine tests) in order to assist in the diagnosis and/or management of the disorders stated above The AMP is also able to identify the point at which referral for a secondary care opinion is appropriate, if applicable Differential diagnosis The AMP shows awareness of and can identify the following differential diagnoses: Referred pain from visceral organs inclusive of cardiac presentations Infection Malignancy and tumour Osteomyelitis Rheumatological conditions DVT, thrombosis SHOULDER Thoracic outlet syndrome Brachial plexus neuritis Parsonage-Turner syndrome Neuralgic amyotrophy Suprascapular nerve entrapment 46 Long thoracic nerve injury Polymyalgia rheumatica ELBOW Chronic impingement of radial and/or posterior interosseus nerve Irritation of the articular branches of the radial nerve Traumatic periostitis of the lateral epicondyle Calcific tendinopathy Chondromalacia of the radial head and capitellum Psoriatic arthropathy W RIST AND HAND Intersection syndrome CRPS Aneurysmal bone cysts Pigmented villonodular synovitis (PVNS) Inflammatory arthropathies Gout related tophi Rheumatoid arthritis (RA) HIP Short-leg syndrome Gynaecological and pelvic disorders Hernia KNEE Osteochondromas Ollier’s disease Hip lesions (referred) Monoarticular arthritis/synovitis 47 FOOT AND ANKLE Monoarticular arthritis/synovitis Charcot-Marie-Tooth disease Peripheral neuropathy SPINE Pyrogenic and TB infections UMNL Vascular/metabolic/visceral Paget’s disease Sprengel’s shoulder Panner’s disease Radial club hand Polydactyly Syndactyly Hip dysplasia Lateral femoral dysplasia Endochondroma or osteochondroma Tarsal coalition Anomalous peroneal tendon Congenital scoliosis Spina bifida occulta Talipes equinovarus Cervical torticollis Slipped upper femoral epiphysis (SUFE) Hip dysplasias and congenital dislocation of the hip (CDH) Congenital problems The AMP is aware of the following: 48 Management The AMP is able to: Diagnose and formulate a management plan for the following musculoskeletal conditions: Make a sound diagnosis of the clinical condition based upon the above history, examination and investigations Identify conditions that are outside of scope of practice and need to be managed or referred to a doctor, specialist, other health professionals or admission to hospital SHOULDER Fracture o o clavicle, scapula, humerus–neck/shaft/greater tuberosity Dislocations and subluxation o humerus (anterior/posterior/inferior ) o acromioclavicular o sternoclavicular Rotator cuff degeneration Rotator cuff tears (acute vs chronic), partial thickness tears, full thickness tears, full thickness with retraction Calcific tendinitis Adhesive capsulitis and recalcitrant condition Acromioclavicular joint injuries Sternoclavicular joint injuries Tendinopathy of the rotator cuff Subcoracoid, subacromial and glenohumeral impingement Biceps ruptures Osteoarthritis ELBOW Fracture and dislocations o radial head and neck 49 o olecranon, coronoid, capitellum o distal humerus o epicondylar o supracondylar humerus Lateral and medial tendinopathy Loose bodies / osteochondritis dissecans (OCD) Osteoarthritis Bursitis Extensor tenosynovitis Ligamentous / soft tissue injuries W RIST AND HAND Fracture and dislocation o distal radius and/or ulna o carpals o metacarpals o phalanges Osteoarthritis of the wrist, carpus and metacarpophalangeal (MCP) joints Tenosynovitis of thumb, flexors, extensors Kienböck’s disease Radio-carpal joint injury Radio-ulnar joint injury Carpometacarpal (CMC) joint injury Scapho-lunate injury Peri-lunate injury disruption Mallet finger Boutonniere deformity Swan neck deformity Volar plate injury Tendon injury – FDP, FPS, EPL, EPB Sequelae of fractures: Non-union/malunion fractures of the scaphoid, hamate, pisiform, triquetral: Tendinopathies: o extensor carpi ulnaris 50 o flexor carpi ulnaris Neurological pathologies or similar: o carpal tunnel syndrome o entrapment of the ulnar nerve in Guyon’s canal o neuritis of the dorsal sensory branch of the ulnar nerve Dorsal impingement syndromes: o distal radius stress fractures o scaphoid stress fractures o avascular necrosis of the capitate o ulnar carpal abutment o dorsal impingement o occult dorsal ganglion Wrist complex instability: o scapho-lunate ligament dissociation o dorsiflexion instability (DISI) o palmar flexion instability (VISI) o scaphoid lunate advanced collapse (SLAC) o ulnar translocation o dorsal subluxation o TFCC injuries HIP Fracture o neck of femur o avulsion o acetabular o stress fractures (femoral neck, femoral shaft, inferior pubic rami, sacrum) Degenerative joint disease Labral tears Femoroacetabular impingement (FAI) Trochanteric bursitis Sacroiliac joint problems Avascular joint problems CDH/Perthes’ 51 SUFE Osteitis pubis Lumbar spine and sacroiliac disorders Occult hernias (conjoint tendon tears) Groin disruption (‘Gilmore’s groin’) Nerve entrapment – for example, ilioinguinal genitofemoral, lateral femoral cutaneous Bursitis – for example, iliopsoas, ischial, obturator and greater trochanter KNEE Fractures o femoral o tibial o patella o head of fibula Degenerative joint disease Meniscal tears Meniscal cysts Ligament strains/tears Chondral fractures Acute stress fractures Osteochondral lesions Knee/patella dislocation Osteochondritis dissecans Bipartite patella with cyst Bipartite patella without cyst Patellofemoral chrondrosis Subchondral cyst Patellar cysts CRPS I/II Loose bodies Excessive lateral compression syndrome (ELPS) patella Chronic subluxation patella Recurrent traumatic dislocation of patella Congenital dislocating patella 52 Idiopathic patellafemoral chondromalacia Osteonecrosis Referred pain from hip and/or lumbar spine Fat pad impingement Arthrofibrosis Quadriceps tendon tears/rupture Patellar tendon tears/rupture Patellar tendinopathy Synovial hypertrophy PVNS Synovial haemangioma Hoffa’s disease Neuroma Retinacular pain/tear Thigh contusion/myositis ossificans Pes anserinus bursitis Prepatella bursitis Chondrocalcinosis FOOT AND ANKLE Fracture and dislocation o tibia o fibula o talus o navicular o calcaneum o cuboid o cuneiforms o metatarsal o phalanges Ligament injuries Degenerative joint disease Chondral lesions Lisfranc disruption Sinus tarsi syndrome Hallux valgus and hallux rigidus Plantar fasciitis 53 Tendinopathy Achilles tendon rupture Tibialis posterior disruption Tibio-talar impingement by meniscoid tissue Peroneal tendon tears Recurrent peroneal tendon subluxation or dislocation Syndesmosis disruption Subtalar instability Cuboid subluxation Osteochondral lesion of the talus Post-traumatic degenerative arthritis CRPS I/II Acute and chronic ankle instability – functional and mechanical Interdigital neuromas Idiopathic metatarsophalangeal joint (MTPJ) synovitis Arthritis of the MTPJs Cavus foot with plantar-flexed 1st and 2nd rays Morton’s foot (long second metatarsal, short first metatarsal) Hyper mobile 1st ray ‘Turf toe’ Biomechanical-related disorders SPINE Fracture o VB, end plate, TP, SP, pars Ligamentous injury Degenerative disease of disc, facet joint, modic changes, canal stenosis CERVICAL SPINE Acute locking (wry neck) Discogenic type 54 Facet type Cervical osteoarthrosis/RA of a facet joint (usually upper cervical spine) Cervical spondylosis degenerative intervertebral disc (IVD) and vertebral bodies ‘Whiplash’ syndrome Cervical myelopathy THORACIC SPINE Thoracic disc Osteochondral rib Thoracic myelopathy LUMBAR SPINE Spinal stenosis ‘Facet’ joint syndrome Disc pathology Discitis Nerve root syndrome Spondylolisthesis Spondylolysis Scoliosis Scheuermann’s disease Osteoporosis Ankylosing spondylitis 2. Differential diagnosis of non-musculoskeletal conditions Rheumatology The AMP has awareness of the importance of: The AMP is able to discuss the signs and symptoms The longevity of problem (acute vs chronic) Recurring problems Additional symptom development Other areas becoming symptomatic Osteoarthritis 55 associated with the following: Ankylosing spondylitis Diffuse idiopathic skeletal hyperostosis (DISH) Reactive arthritis Systemic lupus erythematosus (SLE) RA Psoriatic arthritis Enteropathic arthropathies Gout Sicca syndrome Polymyalgia rheumatica Behcet’s syndrome Fibromyalgia Interrelation between ‘neuromuscular’ problems such as carpal tunnel, adhesive capsulitis, peripheral diabetic neuropathy, and endocrine problems The interrelation of other factors such as alcoholism and obesity with endocrine problems Endocrinology The AMP demonstrates awareness of the: The AMP is able to discuss the neuromuscular and systemic signs and symptoms associated with endocrine dysfunction, for example: Chondrocalcinosis Hypothyroidism Diabetes mellitus Metabolic alkalosis/acidosis Osteoporosis Osteomalacia Paget’s disease Oncology 56 The AMP demonstrates awareness of the possible red flags associated with oncological conditions The AMP is able to discuss signs and symptoms commonly associated with cancer of the: Musculoskeletal system Neurological system The AMP demonstrates knowledge of referred pain patterns from oncological conditions Visceral/vascular The AMP demonstrates knowledge of referred pain patterns from visceral organs, for example: Heart (and vessels) Lung Kidney Liver Stomach Intestines Gall bladder The AMP demonstrates knowledge of vascular conditions that may present as musculoskeletal conditions, for example: DVT Vascular claudication Abdominal aortic aneurysm Thoracic aortic aneurysm Neurology The AMP demonstrates awareness of common symptoms associated with neurological conditions, especially in relation to motor and neuromuscular 57 problems The AMP is able to discuss signs and symptoms commonly associated with neurological problems, for example: Multiple sclerosis Motor neurone disease Parkinson’s disease Cerebral vascular disease Neurofibromatosis Principles of ionising and non-ionising radiation Risks and contraindications of each modality: o plain film o CT o MRI o ultrasound o nuclear medicine o interventional radiology Pregnancy and protection of the fetus 3. Radiology Radiation Safety The AMP demonstrates awareness of radiation safety that includes: Indications for imaging The AMP can describe the clinical decision-making rules to determine the need for imaging of the: Shoulder Elbow Wrist and hand Hip and pelvis Knee o Ottawa knee rules o Pittsburgh decision rules Foot and ankle o Ottawa foot and ankle rules Spine o Canadian C-spine rules o NEXUS 58 The AMP can describe the indications, advantages and disadvantages of the imaging modalities – plain film, CT, MRI, ultrasound, nuclear medicine – in the following regions: The AMP describes the imaging pathway for the following suspected conditions: Requesting imaging When requesting imaging the AMP should be able to: Shoulder Elbow Wrist and hand – scaphoid Hip and pelvis Knee Foot and ankle Cervical spine Thoracolumbar spine Fractures and dislocations Cartilage and osteochondral lesions Tendon and muscle ruptures Ligamentous injuries Degenerative joint conditions Avascular necrosis Stress fractures Acute osteomyelitis Bony metastases Soft tissue mass Multiple myeloma DVT (outline Well’s criteria) Recurrent shoulder dislocation Recurrent patellofemoral joint dislocation Recalcitrant tennis elbow Describe the principles of requesting imaging Define the ALARA principle Discuss the responsibilities of the referrer Understand informed consent and how this may be documented Describe the principles in assessing risk:benefit ratios 59 Interpretation of imaging When requesting imaging the AMP should be able to interpret plain films using a systematic approach that includes the following: Routine check of name, date, side and site of injury Correct patient positioning, view and exposure ABCS (alignment, bone, cartilage, soft tissue) Common sites of injury or pathology Common sites for missed injuries SHOULDER, CLAVICLE, AC JOINT The AMP has the ability to recognise the musculoskeletal conditions from plain-film imaging, for example: Fractures Dislocation o anterior, posterior, luxato-erecta Calcific tendinopathy Osteoarthritis (OA) Chronic degenerative supraspinatus tear ELBOW, HAND AND WRIST Fractures o for example, Colles’, Barton’s, Smith’s, Bennett’s, Rolando, Scaphoid, carpal, boxers, etc. o Monteggia and Galaezzi o buckle and growth plate fractures (Salter–Harris) VISI and DISI deformities Perilunate dislocation Scapho-lunate dissociation Volar plate Keinböck’s disease CPPD (calcium pyrophosphate dihydrate deposition) OA HIP AND PELVIS Fractures o neck of femur, acetabular 60 o o o avulsion avascular necrosis (AVN) stress fracture OA Hip dysplasias including Cam and Pincer deformities SUFE KNEE Fractures o patella, tibial plateau, fibula o avulsion – Segond Effusion Tendon ruptures – patella alta OA CPPD FOOT AND ANKLE Fractures o Weber classification o 5th, Jones o Lisfranc’s o calcaneum OA Gout – trophy Tarsal coalitions, heel spurs SPINE Fractures Degeneration Spondylolisthesis 61 The AMP has the ability to identify abnormal findings on plain film of nonmusculoskeletal cause that require a medical review and may be diagnosed by the medical team such as: Acute osteomyelitis Bony metastases Multiple myeloma Foreign bodies Soft tissue mass 4. Principles of fracture management Fracture management The AMP demonstrates awareness of the: The AMP is aware of the basic techniques of: The AMP demonstrates knowledge regarding factors affecting: Definitions of fractures Describing of fractures Fracture healing process Classification of fractures Principles of fracture management Joint reductions Plastering Aftercare of patients in plaster Removing plaster Open fracture management Fracture healing Complications o mal-union o non-union o joint stiffness o AVN o neurological o fat embolism o Sudeck’s atrophy o visceral complications o shortening/deformity o epiphyseal arrest o implant complications 62 Plastering (ED soft tissue review clinic only) The AMP is able to describe Indications for plastering Principles of plastering positioning for the the following: pathologies listed: o wrist, hand and finger fractures o scaphoid fractures o ankle and foot fractures o Achilles ruptures Precautions and warnings relating to plastering Aftercare management The AMP can safely and Precautions taken when removing synthetic effectively remove a plaster casts 5. Pharmacology The AMP demonstrates knowledge of relevant state/territory legislation regarding use of medicines The AMP demonstrates an awareness of pharmacology relevant to managing musculoskeletal conditions including: The AMP demonstrates knowledge about mode of action, indications, precautions and contraindications, drug interactions, adverse reactions and side effects Clinical pharmacology Pharmacotherapeutics Pharmacokinetics and pharmacodynamics Special considerations for certain populations (for example, paediatrics, older adults) International, national and organisational clinical guidelines in relation to medicine use Analgesics Antibiotics Anti-inflammatories Local anaesthetics Nitrous oxide Disease-modifying antirheumatic drugs (DMARDs) Neuropathic medications Corticosteroids 63 and dosage of the following drug classes: Opioids Diabetic medications Androgen deprivation therapy (ADT) The red blood cell The white blood cell Coagulation Anaemia Infection/neoplasia Thrombosis/haemorrhage Fluid and electrolyte balance Sodium and potassium The kidney Liver function tests and plasma protein Calcium Thyroid function Dehydration Renal and liver failure Diabetes Urine analysis Joint aspiration 6. Pathology The AMP demonstrates a basic understanding of three main areas relating to haematology and problems associated with these areas: The AMP can interpret simple haematological results and identifies when medical involvement is required The AMP demonstrates a basic understanding of the key areas of biochemistry and problems associated with these areas: The AMP can interpret simple biochemistry results and identifies when medical involvement is required The AMP demonstrates knowledge of when the 64 following tests are indicated and can interpret the results in relation to differential diagnosis of a musculoskeletal condition 7. Diabetes The AMP will have basic knowledge that includes an understanding of the following: Normal glucose and fat metabolism Pathophysiology of diabetes Definition of diabetes mellitus and common comorbid conditions How diabetes is diagnosed Screening measures for diabetes Differences between type 1, type 2 and gestational diabetes Impaired glucose tolerance and impaired fasting glucose Risk factors and preventative measures for type 2 diabetes Self-managed of diabetes with the assistance of a healthcare team Role of the physiotherapist in supporting individuals with diabetes Need for good diabetes control – blood glucose, lipids and blood pressure to limit diabetes complications and maintain quality of life Role of medication in management of diabetes Complications associated with diabetes o cardiovascular risk o macrovascular complications o microvascular complications – retinopathy, nephropathy and neuropathy Hypoglycaemia and hyperglycaemia 65 The AMP will have a demonstrated ability to: Take a history that includes all relevant information required for assessment of a patient with diabetes Identify when blood glucose should be tested Interpret results of blood glucose test and if outside normal range make the appropriate referral Identify when use of urine glucose or ketone monitoring is required Interpret results and if outside normal range make the appropriate referral Recognise signs and symptoms of hypoglycaemia and hyperglycaemia and know how to act appropriately Conduct a foot screening assessment Assess for neuropathy and modify management accordingly – for example, application of plaster casts Identify patients at risk of nephropathy and implications of this on management Identify patients at risk of retinopathy and implications of this on management Minimise tissue damage Identify implications of fasting patients with diabetes Promote healthy lifestyle behaviours to patients with diabetes 8. Communication Verbal communication The AMP demonstrates advanced skills in communicating at all levels and in particular demonstrates the ability to: Use concise, systematic approach to verbally presenting cases to expert colleagues Acknowledge time restraints and competing demands on expert colleagues and approaches only when appropriate Follows ISBAR approach when indicated and appropriate 66 Documentation The AMP will have a demonstrated ability to: Correctly document in the medical record by following all: o local policies and procedures o national standards o professional standards Record accurate and complete clinical notes that are either electronic or legibly hand written Document clinical notes that are relevant, objective, accurate and concise Consent The AMP will have a demonstrated knowledge of: The AMP will have a demonstrated ability to: Legislation regarding patient rights and consent to treatment Local organisational guidelines for consenting patients The barriers that limit a patient’s capacity to consent Clearly educate patients of the risks and benefits of investigations or procedures prior to gaining consent Identify patients who are not able to consent Troubleshoot when unable to obtain consent 67 Learning and assessment plan: screening clinics and ED soft tissue review clinic (example only) The Learning and assessment plan is separated into two sections: (1) the learning plan and (2) the assessment plan. The learning plan outlines learning resources and describes various learning activities to be undertaken as directed by the Learning needs analysis and as set by the organisation. The assessment plan outlines the methods in which the competency assessment will occur, such as work-based observed sessions, case-based presentations and oral appraisals. The assessment is mapped back to the performance criteria of the competency standard and recorded on the Learning and assessment plan. This is a flexible, adaptable document that may vary between organisations and individuals. Each organisation should set and clearly document the minimum acceptable method of assessment to determine competency as agreed with the relevant stakeholders (for example, physiotherapy manager, orthopaedic director, radiology). The physiotherapist should keep all documentation regarding the learning activities and assessment undertaken and develop a professional practice portfolio that can then be used as evidence of prior learning should they transfer their employment to another organisation in the future. To develop the Learning and assessment plan the minimum acceptable method of assessment for each performance criteria should be determined by first reviewing the Cumulative assessment tool. This is a copy of the competency standard with recommended methods of assessment allocated to each performance criteria. For some performance criteria there may be more than one method of assessment recommended on the Cumulative assessment tool. There is an option to select and record the preferred method of assessment indicated and many performance criteria may be assessed more than once and additionally by more than one different method of assessment. The Learning and assessment plan should document the method of assessment and the performance criteria and address all performance criteria that are relevant to the role and are yet to be met. Refer to the Learning and assessment plan for the AMP in the screening clinics or ED soft tissue review clinic as an example of a completed Learning and assessment plan for a trainee engaging in the whole learning and assessment program. The clinical lead physiotherapist is responsible for developing the assessment component of the Learning and assessment plan in collaboration with the physiotherapist undertaking the assessment and in accordance with the requirements of the organisation. An example Learning and assessment plan can be found on the following pages. A template Learning and assessment plan can be found in the Appendix. 68 COMPETENCY STANDARD ASSESSMENT TIMEFRAME Deliver advanced musculoskeletal physiotherapy in orthopaedic and neurosurgery screening clinics WORKPLACE LEARNING DELIVERY OVERVIEW A combination of the following will be implemented: self-directed learning coaching or mentoring workplace application formal external learning. To be negotiated with clinical lead, assessor and/or line manager. 1. LEARNING ACTIVITIES/RESOURCES TASK DESCRIPTION (add/delete according to individual and organisational needs) Complete d X 1. Complete Learning needs analysis for the work role 2. Complete site-specific orientation to orthopaedic or neurosurgery screening clinics 3. Complete learning modules as required from the Learning needs analysis # must be completed prior to requesting imaging Not all learning modules have to be completed prior to commencing competency assessment Learning modules and other learning resources can be accessed from the Victorian Department of Health website: www.health.vic.gov.au/workforce/amp Complete Competency standard self-assessment tool and Learning needs analysis (Part A and B) and discuss learning needs, evidence of prior learning and assessment/verification processes with clinical supervisor or line manager. Complete orientation with clinical supervisor or line manager covering all details outlined in the site-specific orientation guideline. Learning modules to complete (add or delete learning modules relevant to area of practice): Musculoskeletal conditions/presentations specific to area of practice Radiology o Radiation safety# o Indications for imaging (learning objectives 2,3, 9–13) o Requesting imaging o Radiology interpretation (Screening, ED Pharmacology Pathology Differential diagnosis of non-musculoskeletal presentations Diabetes (APA diabetes e-module or equivalent in-house training) Communication (ISBAR)/consent/documentation Fracture management and plastering (ED soft tissue review clinic only – refer to ED 69 workbook) 4. Complete formal training if required – for example, radiology, pharmacology and diabetes 5. Complete further individual learning as identified from the Learning needs analysis 6. Undertake supervised clinical practice and feedback sessions 7. Review the following documents and become familiar with the content in relation to advanced (add or delete) The University of Melbourne – radiology single subject Subject code: RADI90001 Radiology for Physiotherapists The University of Melbourne Pharmacology single subject APA e-modules diabetes for physiotherapists http://www.learningseat.com/servlet/ShopLearning?categoryName=Browse+%BB+Physiot herapy/Clinical+Content+%BB+Diabetes+For+Physiotherapists++8+CPD+Hours&learningId=38954 Other Complete further individualised learning as discussed with and directed by clinical supervisor or line manager. This may include material beyond what is covered in the learning modules above. In-service training provided by colleagues from departments such as pharmacy, radiology, pathology can support the learning program. (add or delete) Physiotherapists new to the work role who are undertaking the full learning and assessment pathway will engage in a structured/timetabled work program as advised and negotiated with their clinical supervisor/assessor. Physiotherapists new to the role should complete an orientation program that includes shadowing and observation. Until an individual is deemed competent to practice independently within the setting they require access to senior medical staff for clinical supervision. A graduated process from direct to indirect clinical supervision will be maintained during this period until performance is at an independent standard and physiotherapists will be supported by specific targeted feedback during this time, to address learning needs. A formative assessment should be conducted early into commencing the role and throughout the supervision period to help the physiotherapist prepare for workplace observation assessment(s) and oral appraisal. The formative assessment may be conducted by the clinical lead physiotherapist; however, the workplace observation could be conducted by a consultant familiar with the competency standard. Australian physiotherapy standards http://www.physiocouncil.com.au/files/the-australian-standards-for-physiotherapy 70 musculoskeletal physiotherapy 8. Other activities to be advised (document other activities organised to assist learning – for example, Lightbox radiology course, orthopaedic case conferences) APA scope of practice http://www.physiotherapy.asn.au/DocumentsFolder/Advocacy_Position_Scope_of_Practic e_2009.pdf APRHA code of conduct/registration requirements http://www.physiotherapyboard.gov.au/Codes-Guidelines.aspx Processes for issuing of sick leave certificates/WorkCover certificates or documentation Local organisational guidelines / clinical governance structure State/territory drugs and poisons Act: http://www.health.vic.gov.au/dpcs/reqhealth.htm Poisons Standard 2010: http://www.comlaw.gov.au/Details/F2010L02386 Other Add/delete It is recommended the trainee conduct a self-assessment of their clinical record keeping at intervals during the training program, in preparation for the record-keeping audit and using the record-keeping audit assessment tool. Other activities might include observing procedures such as shoulder hydrodilatation, spinal injections or nerve blocks. Add/delete 71 2. ASSESSMENT DETAILS AND LINKAGE (example) ASSESSMENT TASK 1. Complete self-assessment tool – Learning needs analysis Part A and B (SA) Due date Performance criteria 2.1, 3.1–2, 3.4–5 Self-assessment will include the physiotherapist completing the Learning needs analysis Part A and B: I. prior to commencing in the role II. prior to undergoing competency assessment. The physiotherapist should discuss the completed self-assessment tool with their clinical lead, experienced physio or mentor, and develop an individualised Learning and assessment plan. 2. Complete written responses (WR) Provide details of assessment task. 7.1, 7.5, 7.7, 15.5 Physiotherapists may be required to complete assigned written tasks – for example, multiple choice, short answer, online quizzes I. WA imaging guidelines radiation safety online module (minimum of 80% correct) This module should be completed during the orientation process before any imaging is requested http://www.imagingpathways.health.wa.gov.au/includes/RadiationQuiz/quiz.html II. Interpretation of radiology case series (post arthroplasty) 3. Participate in direct workplace observation (WO) For an agreed period of time the physiotherapist will work under supervision and, when deemed ready by self and supervisor, the physiotherapist will undergo formal observation in the workplace. Refer to the Direct workplace observation assessment checklist. The physiotherapist’s level of performance will be rated against the standard by the designated assessor using assessment tool(s) during a formal assessment process. Occasions of direct workplace observation will be negotiated by the assessor with the physiotherapist. It is recommended that these observations of clinical practice are to include patient presentations with signs and symptoms most common in presentation to area of practice. Alternatively the workplace observation may be the assessment of specific clinical tasks such as special tests of the shoulder/knee (OSCE) Who the assessor is will vary depending upon the local organisation’s requirements. The assessor could be a consultant who is familiar with the assessment process and competency standard requirements. They could also be an experienced musculoskeletal physiotherapist. Provide details of assessment task. 4. Maintain a professional practice portfolio (PF) 4.1–2, 5.1–5, 6.1– 7 7.1–7, 9.1–2, 9.5– 6, 9.9 10.1–2, 11.1–7, 12.1–2, 13.1–3, 15.1–6, 17.1–4, 18.1–3 1.2, 3.1–3 The professional practice portfolio required is consistent with the requirements of the APA’s requirements and should include relevant information regarding attendance and participation in formal and informal education and learning opportunities specific 72 to advanced musculoskeletal physiotherapy area of practice. This may include: self-reflective journal/diaries in-services, lectures, journal clubs, continuing education programs attended or given quality projects research activities and publications conference attendance mentoring/supervision sessions an electronic clinical log of types of conditions seen. Please refer to: APA continuing development guidelines www.physiotherapy.asn.au/APAWCM/Learning_and_Development/CPD_Overview/APAWCM/LearningDevelopment/ CPD_Overview.aspx APHRA guidelines for continuing education www.physiotherapyboard.gov.au/documents/default.aspx 5. Provide documentary evidence (DE) For example: Participation in a record keeping audit – It is recommended that physiotherapists are required to provide documentary evidence of predetermined number of health record entries, which will be audited using an audit assessment tool and conducted by an assessor such as the clinical lead physiotherapist or a peer. Performance will be rated as satisfactory if at least 80% of the applicable criteria are included in the samples. Feedback will be provided to the physiotherapist and recommendations for improvement documented with a plan to ensure recommendations are implemented. Record-keeping practice should be in line with the local organisation’s policies and the APA position statement on health records. 6. Give case-based presentations (CBP) It is recommended that physiotherapists present a predetermined number of cases (five) to colleagues at a frequency designated by the assessor/clinical lead/supervisor – Case-based presentation assessment tool It will be supported by verbal questioning by the assessor, centring on advanced clinical decision making. The level of performance will be rated against the standard by the designated assessor, using the appropriate casebased presentation assessment tool(s). The presentations should address the required performance criteria as identified in this Learning and assessment plan. Additional performance criteria may be added and addressed in case-based presentations. 7. Participate in performance appraisal (PA) A performance appraisal should be conducted at the completion of an agreed timeframe by an allocated orthopaedic consultant who has worked regularly with the physiotherapist. This appraisal is based on an informal observation of clinical 7.4, 9.8, 14.1 5.1–3, 5.5, 6.1–7, 7.2–3, 7.5, 7.7, 8.1–4, 9.1–2, 9.5–7, 9.9, 10.1–3, 11.1–7, 12.1–2, 15.1–5, 16.1–5, 17.1–4, 18.1–3, 19.1–4, 20.1–2 1.2, 2.1, 3.5, 4.1– 2, 5.4, 6.1–7, 7.6, 8.4, 8.5, 10.3, 73 practice over a period of time. This appraisal will include the following areas: working to full potential of the role accountability ability to work within limitations overall clinical practice communication with colleagues including o presentation of cases o recognition of when to involve colleagues management of workload use of resources. Refer to the Performance appraisal assessment tool. 8. Undertake external qualification/training (Q/T) 11.3–7, 15.6 It is recommended the physiotherapist undertakes further external training. Examples of this include: The University of Melbourne single subject – ‘Radiology’ The University of Melbourne single subject – ‘Pharmacology’ APA diabetes learning modules 1–4 or equivalent in-house training. To be guided by local organisation policies and guidelines. 7.7, 9.9, 16.1–5 9. Participate in oral appraisal (OA) 1.1, 9.3–4, 13.4 An oral appraisal can be conducted to assess aspects of workplace performance, as required and at the discretion of the assessor (consultant or clinical lead physiotherapist) in relation to the relevant performance criteria. Refer to the OA assessment tool. For example the physiotherapist may be asked about: scope of practice knowledge about surgical procedures prioritisation of workload and use of resources clinical reasoning and decision-making processes regarding use of investigations and medications indications for making referrals to specialists. It is recommended that this oral appraisal is conducted when the physiotherapist is ready to submit all forms of evidence for a final assessment of competency to the designated assessor, who may be the clinical lead physiotherapist or nominated consultant. The physiotherapist is responsible for collating all assessment undertaken and recording this on the Cumulative assessment tool. 74 Workplace learning program One aspect of the workplace learning program includes self-directed learning modules that use the adult learning principles.1 These principles support the self-directed approach rather than the traditional didactic teaching method. The learning modules can be accessed on the Victorian Department of Health website. Ideally the modules should be accompanied by other learning activities such as in-services provided by other specialty departments within the organisation such as orthopaedics, pharmacy, pathology, radiology and the diabetes educators. All learning activities undertaken should be documented in the professional practice portfolio. Other examples of learning activities are included in the Learning and assessment plan and include attendance at orthopaedic case conferences, external courses and lectures and conferences. Learning modules The learning modules for the ‘Advanced musculoskeletal physiotherapy services – screening clinics and ED soft tissue review clinic’ are divided into key areas relevant to practice. All of these modules do not need to be completed prior to starting in these roles; however, the section on radiation safety in the radiology module should be completed during the initial orientation process and prior to commencing the requesting of imaging. How to use the learning modules It is presumed a combination of team-based and individual learning approaches will be used. The gaps identified in Learning needs analysis (Part A and B) should direct the focus for the learning modules. The learning modules can be divided up among the team to complete and present back to the musculoskeletal physiotherapy team at professional development sessions. Some elements of the module may need to be completed individually as per the individualised Learning and assessment plan agreed jointly with the clinical lead or mentor. There may be some learning objectives in the modules that are not relevant to all organisations (for example, wound management) and/or some learning objectives previously achieved and therefore do not need to be completed. Additionally there is repetition and overlap in learning objectives across the modules. This is deliberate to allow the learning modules to be a stand-alone document. It is not expected that every question in the learning modules, particularly questions already addressed in other modules, need to be answered – time should be spent on the areas identified as needing development and areas of high priority and most likely presentations relevant to the practice context. How much time should it take? Non-clinical time must be allocated to complete the learning modules and this should be protected time away from a clinical workload. The amount of time for learning should be negotiated as early as possible and be dependent on the needs of the individual. The timeframe to complete the training program will be dependent on the number of hours working in the role (full time or part time) and should be determined in consultation with the clinical lead. The physiotherapist is responsible for ensuring the modules are completed in a timely way in preparation for the work-based competency assessment. The learning modules assume a level of musculoskeletal skills and knowledge equivalent to that of clinicians working at an APA titled master’s level. Hence, physiotherapists who have not completed their master’s or gone through the APA experiential titling pathway may be required to undergo additional competency assessment to address performance gaps that cannot be addressed within the scope of this clinical education framework. 1 Knowles M S 1975, ‘Adult education: new dimensions’, Educational Leadership, 75, retrieved 26 November 2013, <http://www.ascd.org/ASCD/pdf/journals/ed_lead/el_197511_knowles.pdf >. 75 It is important to note that not all parts of all the learning modules are required to successfully complete the competency assessment. Some of the learning modules are for more experienced advanced musculoskeletal physiotherapists (such as the differential diagnosis module) and can be left to a later stage. The modules can be used as an ongoing tool to support learning in the future even after competency has been achieved. Example of learning modules for the ‘Advanced musculoskeletal physiotherapy service in the orthopaedic and Neurosurgery screening clinics and ED review clinic’ Module 1 2 3 4 5 6 Domain Musculoskeletal presentations Shoulder Elbow Wrist and hand Hip Knee Foot and ankle Spinal Radiology Radiation safety# Indications for imaging Requesting imaging Interpreting plain-film imaging (screening / ED review) Osteoarthritis (optional) * Pharmacology ** The University of Melbourne pharmacology module Pathology 7 Differential diagnosis of non-musculoskeletal presentations 8 * 9 Diabetes – APA diabetes module^ or in-house equivalent 10 Communication (ISBAR)/consent/documentation * The University of Melbourne Radiology for Physiotherapists subject is conducted in the first semester and complements the radiology self-directed learning module. Information about this subject can be accessed at the University of Melbourne website: https://handbook.unimelb.edu.au/view/2012/RADI90001 ** The University of Melbourne Pharmacology subject is conducted in first semester by the School of Pharmacy and complements the pharmacology self-direct learning module. Organisations may stipulate this as a requirement for particular scope of practice such as physiotherapist-initiated analgesia. While optional, for some specific practice context it may be recommended that trainees engage in formal education in this area. 76 ^ APA diabetes module is located at: http://www.learningseat.com/servlet/ShopLearning?learningId=38954&categoryName=Diabetes+For+ Physiotherapists+-+8+CPD+Hours * Modules 4 and 8 are Wound and Paediatrics respectively, which may not be required. 77 Competency-based assessment and related tools Background ‘Competency based assessment is a purposeful process of systematically gathering, interpreting, recording and communicating to stakeholders, information on candidate performance against industry competency standards and/or learning programs’ (National Quality Council, 2009) Assessment is an important part of any training system, not only for the learner but for the clinical educator and for stakeholders. For the learner, assessment provides feedback to guide their future learning and monitor their own progress. For clinical educators, assessment allows them to verify that learning is taking place in line with the required standard of performance and to determine their success in facilitating the learning process. For stakeholders, assessment provides a way of knowing if people have the required knowledge, skills and behaviours for the job. In this instance, the key stakeholders would include employers and clinical supervisors from a variety of professions. As it stands now, competence assessment of AMPs is not required to satisfy any professional association or legal requirements but is broadly applied in some shape or form across the health sector. Providing proof of competency achievement involves a process of gathering information (evidence), matching it against the requirements of the competency standard and applying it in the workplace using sound assessment principles. This process is assisted by using a variety of assessment tools and instructions listed under the assessment resources section. Assessing competence in the workplace using evidence The type and amount of evidence required to support decisions of competence is not prescribed here; however, recommendations regarding assessment methods mapped against the competency standard are made to provide some guidance on how this might be done. These recommendations are outlined in the Cumulative assessment tool and the Learning and assessment plan and are supported by a number of other assessment checklists and tools, listed below. They provide a guide only. Ultimately the amount and type of evidence to support decisions of competence for AMPs is at the discretion of the organisation. 78 Principles of assessment The principles of validity, reliability, flexibility, fairness and sufficiency should be applied to assessment processes and decisions. Principles of competency-based assessment as it applies to advanced musculoskeletal physiotherapists Principle Key ideas The assessor’s knowledge and skill is crucial to enhancing the validity of the assessment process – this is enhanced by ensuring workplace assessors meet specific criteria Evidence is gathered about performance by the assessor to justify assessment judgements Assessment includes the range of knowledge and skills needed to demonstrate competency with their practical application Where possible, includes judgements based on evidence from a number of sources, occasions and across a number of contexts Reliability (consistent Clear instruction for the assessor as to what must be identified and what and accurate decisions) constitutes the required performance level – this is enhanced by the competency standard, performance cues and use of assessment tools and instructions This is also enhanced by ensuring workplace assessors meet specific criteria and that consistent conduct is used during assessments Consideration is given to the amount of error included in the evidence Flexibility (when it can Assessment should reflect the candidate’s needs accommodate the needs It must provide for recognition of knowledge, skills and attitudes, of learners, a variety of regardless of how they have been acquired delivery modes and Assessment must be accessible to learners through a variety of methods delivery sites ) appropriate to context and the candidate Fairness (when it places Assessor considers the needs and characteristics of the candidate and all learners on equal includes reasonable adjustment where applicable terms) Assessment is based on a participative and collaborative relationship between the assessor and the candidate Assessment procedure is clear to all learners before assessment – this is enhanced by learners having access to instructions and tools prior to assessment Assessor is open and transparent about all assessment decision making and maintains impartiality and confidentiality throughout the assessment process Assessment decisions can be challenged and appropriate mechanisms are made for reassessment as a result of the challenge Sufficiency (relates to Refers to evidence as well as assessment methods the quantity and quality Enough appropriate evidence needs to be collected and assessed to of the evidence ensure all aspects of the competency standard have been satisfied – this is assessed) enhanced by a well-developed assessment plan that includes evidence recommended by subject matter experts Evidence should accurately reflect real workplace requirements and include the range and complexity of patient presentations found in the practice context Include a range of methods mapped to the competency standard Provide evidence from the assessment process that is acceptable to stakeholders Adapted from: National Quality Council 2009, Guide for developing assessment tools, DEEWR, Canberra, pp. 24–28. © Commonwealth of Australia Validity (assessing what it claims to assess) 79 Assessment resources A number of assessment resources have been developed to support implementation in the workplace. Some tools relate to establishing the suitability of the assessor and some can be used as a recording tool during occasions of assessment; others help to ensure consistent processes are used and that candidates are aware of how the assessment task will be conducted. Not all assessment tools will be used in the competence assessment of individual candidates. The tools used will depend on what assessment methods have been decided on by the organisation and mapped in the Learning and assessment plan, the competences specific to the practice context and the individual needs of the candidate. The assessment resources and a description of purpose and use are included below. Assessment resources No. Name Purpose Assessment tools to assess candidates 1.1 Cumulative assessment To inform recommended tool assessment methods for performance criteria assessment and collate all evidence to enable a final decision on workplace competence How to use the resource Use this tool as a starting and endpoint. At the beginning, the Cumulative assessment tool provides a guide to the assessment methods recommended for specific performance criteria, as relevant to the work role. By using these recommendations, the Learning and assessment plan for the individual can be refined. At the endpoint this tool is used to collate all the evidence collected from assessment processes and indicate the overall outcome of assessment made by the assessor. 1.2 Competency standard self-assessment tool: Part A, Learning needs analysis To help clinicians reflect meaningfully and to identify strengths and their own learning needs as they relate to the standards Use this tool as a self-assessment against the elements and performance criteria at the beginning of the program to assist in establishing the learning needs of the individual to allow tailoring of the Learning and assessment plan. 1.3 Knowledge and skills self-assessment tool: Part B, Learning needs analysis To help clinicians reflect meaningfully and to identify strengths and their own learning needs as they relate to underpinning knowledge and skills Use this tool as a self-assessment against the underpinning knowledge and skills at the beginning of the program to assist in establishing the learning needs of the individual to allow tailoring of the Learning and assessment plan. 1.4 Direct workplace observation (WO) (adult): assessment checklist To record performance during a direct observation assessment against designated performance criteria for an adult patient After adequate preparation of the learner and due consideration of the assessment context and conditions (see additional resources below) the tool is used to record performance during a WO assessment. The number of WO assessments is not fixed and may vary depending on the range of clinical presentations relevant to the practice context, the level of Includes a modified checklist Observed skills check 80 1.5 Direct workplace observation (WO): follow-up questions To provide consistent questions that can be used to clarify performance against specific performance criteria 1.6 Case-based presentation (CBP): assessment instructions and summary 1.7 Case-based presentation (CBP): assessment checklist To help candidates and assessors collate the evidence collected by case presentations and inform learners on assessment requirements using this method To record performance during a case-based presentation assessment against designated performance criteria 1.8 Record-keeping audit: assessment tool To record performance of a candidate’s record keeping against designated criteria 1.9 Clinical audit: recording tool To record feedback by peers given during a clinical audit of random health records 1.10 Performance appraisal (PA): assessment tool To capture the overall performance of a candidate over an agreed timeframe as rated by a performance of an individual in earlier assessments or prior work experience and training of an individual. See the Learning and assessment plan for details. One tool should be used for each WO. Ratings against all performance criteria may not be possible on the one assessment occasion, but for each occasion an overall rating should be given and effective performance feedback given. Assessors can select from this list of questions to target performance criteria that may not have been observed in the WO, or to clarify the candidate’s understanding in performance criteria where performance may fall short of the expected standard. Candidates use the tool to collate evidence across a number of focus areas and assessment occasions. The assessment tool is used to record performance during a CBP assessment. As per the application in the adult population, the number of WO assessments is not fixed and may vary. See the Learning and assessment plan for details. One tool should be used for each WO. Ratings against all performance criteria may not be possible on the one assessment occasion, but for each occasion an overall rating should be given and recorded and constructive feedback given. This assessment tool is used by the assessor to collate evidence over a number of health record entries and provide feedback to target areas for improvement. This recording tool is used by peers to record feedback after reviewing the content of medical record entries against evidence-based practice and best practice. Constructive feedback will be provided to the physiotherapist and recommendations for improvement documented with a plan to ensure recommendations are implemented. A performance appraisal should be conducted at agreed times by a consultant who has worked regularly alongside the physiotherapist. This 81 consultant who has worked regularly with the candidate against designated criteria 1.11 Oral appraisal (OA): assessment tool To record a candidate’s performance against designated criteria not covered by other methods of assessment 1.12 Radiological To record performance interpretation of a plain- during radiological film case series: interpretation of a plainassessment tool for the film case series against candidate (available on designated criteria CD) Additional resources for assessment preparation 2.1 Pre-assessment To establish the suitability checklist for workplace of the workplace assessor assessors: selfin accordance with assessment tool recommended minimum criteria 2.2 Conditions and context for assessment: instructions To inform candidates and assessors of the contexts and conditions required for workplace assessment 2.3 Assessment preparation checklist To promote consistent conduct and adequate preparation of the candidate prior to assessment 2.4 Guidelines for assessors conduct during a direct workplace observation assessment To promote consistent conduct by assessors during direct observation assessment appraisal is based on an informal observation of clinical practice and addresses designated criteria not easily captured elsewhere. It may provide supplementary evidence in instances where engagement of consultants in formal assessment processes is difficult, such as a WO, and is designed to promote collaborative working relationships. An oral appraisal takes place between the candidate and the clinical lead or consultant in a question and answer format and addresses areas such as legislation and scope of practice. The assessor rates the answers on the assessment tool. The assessment tool is used to record the candidate’s interpretation of plainfilm imaging case series as relevant to the practice context. The assessor will rate the performance of the candidate as directed by the tool. All workplace assessors should complete the checklist to establish their suitability as a workplace assessor prior to assessing the competency of candidates. This is to be used as a guide only where there are no legislated requirements or additional organisational requirements to be applied. These instructions can be adapted as needed but in their current format provide general principles and instructions to guide the assessment process. The candidate should have access to these instructions and any assessment tool(s) prior to the assessment task. An opportunity for clarification of these instructions prior to assessment would also be given to the candidate. This checklist is to be used by the assessor prior to the assessment of the candidate to promote adequate preparation for the ensuing assessment and to ensure the candidate has been fully informed. It is particularly applicable for direct WO assessments. This provides a guide to how an assessor should conduct themselves during a direct observation assessment. It is particularly applicable for direct WO assessments but the principles can and should be applied to other forms of assessment. 82 Cumulative assessment tool – orthopaedic and neurosurgery physiotherapy screening clinics and ED soft tissue review clinic Candidate’s name: Assessment timeframe: Name(s) of assessor(s) and designation: Practice context area: Did the candidate provide evidence of the following? * The candidate must be rated as independent in all performance criteria to achieve competency. PERFORMANC E RATING SCALE RECOMMEND ED ASSESSMENT (Ax) METHOD(S) INDICATE METHODS OF ASSESSMENT USED Self-assessment (SA) Written responses (WR) Oral appraisal (OA) Documentary evidence (DE) Workplace observation (WO) Case-based presentation (CBP) Qualification/training record (Q/T) Portfolio (PF) Performance appraisal (PA) Independent (I) Supervised (S) Assisted (A) Marginal (M) Dependent (D) PROFESSIONAL BEHAVIOURS 1. Operate within scope of practice 1.1 Identify and act within own knowledge base and scope of practice 1.2 Work towards the full extent of the role 2. Display accountability 2.1 Demonstrate responsibility for own actions, as it applies to the practice context LIFELONG LEARNING 3. Demonstrate a commitment to lifelong learning 3.1 Engage in lifelong learning practices to maintain and extend professional competence 3.2 Identify own professional development needs, and implement strategies for achieving them 3.3 Engage in both self-directed and practice-based learning 3.4 Reflect on clinical practice to identify strengths and areas requiring further development 3.5 Formulate learning objectives and strategies for addressing own limitations ROLE RELEVANCE (indicate) work role ELEMENTS AND PERFORMANCE CRITERIA OA PF, PA SA, PA PF, SA PF, SA PF CBP, SA 83 COMMUNICATION 4. Communicate with colleagues 4.1 Use concise, systematic communication at the appropriate level when conversing with a range of colleagues in the practice context 4.2 Present all relevant information to expert colleagues when acting to obtain their involvement PROVISION AND COORDINATION OF CARE 5. Evaluate referrals 5.1 Discern patients who are appropriate for advanced physiotherapy management in accordance with individual strengths or limitations, any legal or organisational restrictions on practice, the environment, the patient profile/needs and within defined work roles 5.2 Discern patients who are appropriate for management in a shared care arrangement in accordance with individual strengths or limitations, any legal or organisational restrictions on practice, the environment, the patient profile/needs and within defined work roles 5.3 Defer patient referrals to relevant professionals (including other physiotherapists) when limitations of skill or job role prevent the client’s needs from being adequately addressed, or when indicated by local triage procedure 5.4 Prioritise referrals based on patient profile/need, organisational procedure or targets and any local factors 5.5 Communicate action taken on referrals using established organisational processes 6. Perform health assessment/examination 6.1 Design and perform an individualised, culturally appropriate and effective patient interview with common and/or complex conditions/presentations 6.2 Formulate a preliminary hypothesis and differential diagnoses for a patient with common and/or complex conditions, as relevant to the practice context 6.3 Perform complex modifications to routine musculoskeletal assessment in recognition of factors that may impact on the process such as the patient profile/needs and the practice context 6.4 Design and conduct an individualised, culturally appropriate and effective clinical assessment that o is systems-based o includes relevant clinical tests o selects and measures relevant health indicators o substantiates the provisional diagnosis 6.5 Identify when input is required from expert colleagues and act to obtain their involvement 6.6 Ensure all ‘red flags’ are identified in the assessment process, link ‘red flags’ to diagnoses not to be missed and take appropriate action in a timely manner WO, PA CBP, WO CBP, WO WO, OA CBP, WO WO, CBP, PA 6.7 Ensure ‘yellow flags’ are identified in the assessment process and take appropriate action in a timely manner 84 7. Apply the use of radiological investigations 7.1 Anticipate and minimise risks associated with radiological investigations 7.2 Determine the indication for imaging based on assessment findings and clinical decision-making rules 7.3 Select the appropriate modality consistently and act to gain authorisation as required 7.4 Convey all required information on the imaging request consistently 7.5 Interpret plain-film imaging accurately using a systematic approach for patients with common and/or complex conditions, as relevant to the practice context 7.6 Identify when input is required from expert colleagues and act to obtain their involvement 7.7 Meet threshold credentials and/or external learning and assessment processes set by the organisation, governing body or state/territory legislation WR, WO CBP, WO Other – as determined by local radiology department DE, WO CBP, WO, WR WO, PA Q/T, WR, WO, CBP Q/T = The University of Melbourne radiology subject 8. Apply the use of pathology tests in advanced musculoskeletal physiotherapy (under the direction and supervision of a consultant) 8.1 Determine the indication for pathology testing based on assessment findings and clinical decision CBP making rules 8.2 Identify the appropriate test(s) consistently and act to gain authorisation as required 8.3 Interpret pathology test results for patients with common and/or complex conditions, as relevant to the practice context and in consultation with expert colleagues when required 8.4 Meet threshold credentials and/or external learning and assessment processes set by the Not presently organisation, governing body or state/territory legislation available 9. Use therapeutic medicines in advanced practice (under the direction and supervision of a consultant) 9.1 Determine the indication and appropriate medication requirements from information obtained WO, CBP from the history taking and clinical examination and liaise with relevant health professionals regarding this 9.2 Demonstrate knowledge of pharmacokinetics, indications, contraindications and precautions, WR, CBP, WO adverse effects, interactions, dosage and administration of medications commonly used to treat musculoskeletal conditions, applicable to the practice context 9.3 Apply knowledge of the legal and professional responsibilities relevant to recommending, OA administering, using, supplying and/or prescribing medicines under the current legislation, as relevant to the practice context 9.4 Comply with national and state/territory drugs and poisons legislation OA 9.5 Identify when input is required from expert colleagues and act to obtain their involvement WO, CBP, PA 9.6 Apply relevant knowledge of the medicine involved when recommending and informing patients WO, CBP of the risks and benefits of use 9.7 Exercise due care including properly assessing the implications for individual patients receiving therapeutic medicine, as relevant to the practice context 9.8 Maintain proper clinical records as they relate to therapeutic medicine DE 9.9 Meet threshold credentials and/or external learning and assessment processes set by the Q/T, WO, CBP, Q/T = The University 85 organisation, governing body and national and state/territory legislation 10. Advanced clinical decision making 10.1 Synthesise and interpret findings from clinical assessment and diagnostic tests to confirm the diagnosis 10.2 Demonstrate well-developed judgement in implementing and coordinating a patient management plan that synthesises all relevant factors 10.3 Use finite healthcare resources wisely to achieve best outcomes 11. Formulate and implement a management/intervention plan 11.1 Formulate complex, evidence-based management plans/interventions as determined by patient diagnosis, relevant to the practice context and in collaboration with the patient 11.2 Identify when guidance is required from expert colleagues and act to obtain their involvement 11.3 Facilitate all prerequisite investigations/procedures prior to consultation, referral or follow-up, as relevant to the practice context 11.4 Assess the need for referral or follow-up and arrange if necessary 11.5 Identify when input to complement care is required from other health professionals and act to obtain their involvement 11.6 Provide appropriate education and advice to patients with common and/or complex conditions, as relevant to the practice context 11.7 Conduct a thorough handover to ensure patient care is maintained 12. Monitoring and escalation 12.1 Monitor the patient response and progress throughout the intervention using appropriate visual, verbal and physiological observations 12.2 Identify and respond to atypical situations that arise when implementing the management plan/intervention 13. Obtain patient consent 13.1 Explain own activity to the patient as it specifically relates to the practice context and check that the patient agrees before proceeding 13.2 Consider the patient’s capacity for decision making and consent 13.3 Inform the patient of any additional risks specific to advanced practice proposed treatments and ongoing service delivery and confirm their understanding 13.4 Employ strategies for overcoming barriers to informed consent as relevant to the practice context 14. Document patient information 14.1 Document in the patient health record, fully capturing the entire intervention, consultation process, addressing areas of risk and consent and including any referral or follow-up plans WR of Melbourne pharmacology subject WO, CBP PA, WO, CBP WO, CBP WO, CBP, PA WO, CBP WO WO OA DE 86 ADDITIONAL ADVANCED PRACTICE CLINICAL SKILLS SPECIFIC TO PRACTICE CONTEXT 15. Implement management of fractures and simple joint reductions (physio ED review clinic) 15.1 Integrate knowledge of fracture management principles to assess and manage simple radial head fractures or clinically suspected fractures where imaging is negative 15.2 Identify what fractures require the involvement of the orthopaedic team and provide appropriate care until such review occurs 15.3 Identify the unstable knee and recognise when immediate orthopaedic attention is required 15.4 Recognise shoulder pathology of shoulder dislocation and associated injuries as well as AC dislocation and liaises with orthopaedic team to ensure optimal management 15.5 Demonstrate the ability to safely and effectively apply musculoskeletal support where indicated in managing musculoskeletal conditions 15.6 Apply and secure musculoskeletal support safely and effectively 16. Implement care of musculoskeletal conditions in patients with diabetes 16.1 Modify routine musculoskeletal assessment in recognition of a patient’s diabetic condition, as relevant to the practice context 16.2 Modify routine musculoskeletal interventions in recognition of a patient’s diabetic condition, as relevant to the practice context 16.3 Provide patients with diabetic conditions with information relevant to altering their health behaviours and improving their health status 16.4 Identify when input is required from expert colleagues to assess and manage musculoskeletal conditions in patients with diabetes and act to obtain their involvement 16.5 Apply evidence-based practice to managing musculoskeletal condition in patients with diabetes 17. Develop and implement a management plan for patients presenting with spinal pain 17.1 Perform appropriate spinal assessment with appropriate subjective examination, appropriate objective examination and advanced clinical reasoning to offer appropriate advice to patients and carers WO, CBP, PA WO CBP, Q/T Q/T = APA diabetes module WO, CBP 17.2 Demonstrate understanding of different surgical management for spinal pain, the typical presentations, indications for surgery, risks and proposed benefits 17.3 Perform sufficient neurological examination that incorporates upper motor neurone and lower motor neurone and peripheral nerve examinations with consistency in documentation standard 17.4 Identify which patients may respond to injections and have an understanding of the different types of injections, their associated risks and efficacy and to be wary of advice of when patient is on an anticoagulant medication 18. Develop and implement a management plan for patients presenting with limb pain 18.1 Performs appropriate peripheral assessment with appropriate subjective examination, WO, CBP 87 appropriate objective examination and advanced clinical reasoning to offer appropriate advice to patients and carers 18.2 Performs an adequate knee examination both subjective and objective in order to direct conservative management and prioritise the knee pathologies that require more urgent surgical intervention 18.3 Performs an adequate shoulder examination both subjective and objective in order to determine which shoulder pathologies require conservative versus surgical management and in which timeframes 19. Implement care of acute and persistent pain conditions CBP 19.1 Identify the complexity, multidimensional and individual nature of the pain experience 19.2 Identify the impact of pain on society 19.3 Formulate a preliminary hypothesis, differential diagnoses and patient-centred management plan 19.4 Ensure management plans are designed to optimise patient compliance / treatment adherence 20. Implement appropriate care of acute and persistent pain conditions in patients who have psychological conditions including anxiety, depression and post-traumatic stress disorder CBP 20.1 Exercise due care in managing patients with acute and chronic pain with psychological comorbidities including on referral of patients with poorly managed psychological symptoms or considered at risk of self-harm 20.2 Demonstrate knowledge of the common psychological comorbidities associated with acute and persistent pain OVERALL COMPETENCY RESULT achieved in assessment timeframe (*Independent rating required in all performance criteria to achieve competency) Date: Signature of candidate: Competent Date: Signature of assessor(s): Not yet competent 88 If competency NOT achieved, document performance criteria to be addressed and action plan ORGANISATIONAL RECORDING PROCESSES COMPLETED Yes No Author: Version: Last review date: Next review date: BONDY RATING SCALE Scale label Independent (I) Standard of procedure Safe Accurate Achieved intended outcome Behaviour is appropriate to context Supervised (S) Safe Accurate Achieved intended outcome Behaviour is appropriate to context Assisted (A) Safe Accurate Achieved most objectives for intended outcome Behaviour generally appropriate to context Marginal (M) Safe only with guidance Not completely accurate Unsafe Incomplete achievement of intended outcome Dependent (D) Unable to demonstrate behaviour Lack of insight into behaviour appropriate to context Quality of performance Proficient Confident Expedient Proficient Confident Reasonably expedient Proficient throughout most of the performance when assisted Unskilled Inefficient Unskilled Unable to demonstrate behaviour/procedure Level of assistance required No supporting cues required Occasional supportive cues Frequent verbal and occasional physical directives in addition to supportive cues Continuous verbal and frequent physical directive cues Continuous verbal and physical directive cues X Not observed Reference: Bondy K N 1983, ‘Criterion-referenced definitions for rating scales and clinical evaluation’, Journal of Nursing Education, 22(9):376–381. 89 Direct workplace observation (WO) (screening clinics): assessment checklist Candidate’s name: Date: Assessment linkage to competency standard: 4.1–2, 5.1–5, 6.1–7, 7.1–7, 9.1–2, 9.5–6, 9.9, 10.1–12, 11.1–7, 12.1–2, 13.1–3, 15.1–6, 17.1–4, 18.1–3 Workplace observation no. (circle): 1 2 3 additional as required 4 5 6 Assessor’s name and designation: Other Independen t Supervision Assisted Marginal COMMUNICATION 4. Communicate with colleagues Communication expert colleagues is concise, systematic and at appropriate level or N/A Dependent Link to competency standard Candidate to indicate the type of patient presentation included in this workplace observation: Upper limb Lower limb Spinal Performance rating scale Comments ELEMENTS AND PERFORMANCE CRITERIA X Did the candidate provide evidence of the following? 4.1 All relevant information presented to expert colleagues PROVISION AND COORDINATION OF CARE 5. Evaluate referrals Appropriate patients included for advanced physiotherapy management 4.2 Shared care management applied appropriately Patients deferred to other professionals appropriately Referrals prioritised according to need 5.2 5.3 5.4 Action taken on referrals communicated 6. Perform health assessment/examination Individualised, culturally appropriate and effective patient interview evident Preliminary hypothesis formed Differential diagnoses identified Complex modifications to routine musculoskeletal assessment evident and 5.5 5.1 6.1 6.2 6.2 6.3 90 16.1 6.4 17.1 17.3 18.1 18.2 18.3 6.5 Input from expert colleagues obtained appropriately in assessment phase 18.2 18.3 6.6 ‘Red flags’ are identified, with appropriate action taken 6.7 ‘Yellow flags’ are identified, with appropriate action taken 7. Apply the use of radiological investigations in advanced musculoskeletal physiotherapy Risks associated with radiological investigations minimised 7.1 Imaging selected is indicated and appropriate modality selected 7.2 7.3 Authorisation gained as required 7.3 appropriate Individualised, appropriate and effective musculoskeletal assessment is evident and is: systems-based and includes relevant clinical tests selects and measures relevant health indicators substantiates the provisional diagnosis All required information conveyed on imaging request 7.4 Plain-film images are interpreted 7.5 systematically accurately Input on imaging is sought from expert colleagues appropriately 7.6 8. Apply the use of pathology tests in advanced musculoskeletal physiotherapy (under the direction and supervision of a consultant) Risks associated with pathology tests are minimised 8.1 Indication for pathology tests are determined appropriately 8.2 Authorisation gained as required 8.3 When initiating pathology tests, all required information conveyed to appropriate 8.4 personnel Pathology tests and results are interpreted 8.5 appropriately in consultation with expert colleagues as appropriate 9. Apply the use of therapeutic medicines in advanced musculoskeletal physiotherapy (under the direction and supervision of a consultant) 9.1 Indicators and appropriate medication needs are identified and addressed 9.2 9.5 9.6 9.7 Appropriate input on medications is sought from expert colleagues 9.1 9.5 91 Knowledge of pharmacokinetics, indications, contraindications, precautions, adverse effects, interactions, dosage, administration of medications commonly used to treat musculoskeletal conditions is applied 10. Advanced clinical decision making Findings interpreted and synthesised to confirm the diagnosis Management plan shows well-developed judgement, with synthesis of all relevant factors 11. Formulate and implement a management/intervention plan Plan is evidence-based, appropriate and made in collaboration with patient Input on plan is sought from expert colleagues appropriately All prerequisite investigations or procedures are facilitated prior to consultation or referral Complex modifications to routine musculoskeletal intervention evident and includes providing appropriate patient and carer education 9.2 9.6 10.1 10.2 11.1 11.2 15.2 15.3 15.4 11.3 11.6 15.1 15.2 15.3 15.4 17.2 17.4 18.1 18.2 18.3 11.4 11.6 11.7 Referral and follow-up arranged appropriately Appropriate education and advice to patient provided Thorough handover conducted 12. Monitor and escalate care Patient response and progress monitored appropriately throughout the intervention 12.1 12.2 13. Obtain patient consent Own activity as it specifically relates to the practice context explained and 13.1 checked that the patient agreed before proceeding Patient’s capacity for decision making and consent considered 13.2 Patient informed of risks and their understanding confirmed 13.3 OPTIONAL FOLLOW-UP QUESTIONS FOR THE ASSESSOR TO CONSIDER 92 What are the risks associated with ordering plain x-rays? What are the key principles to apply to minimise risk associated with plain x-rays? What are the indications for imaging the following regions: o peripheral joints (UL and LL) and spinal? What are three examples of clinical decision-making rules for imaging? What are the risks associated with pathology tests and what do clinicians requesting pathology tests need to do to minimise these risks? Provide an example of what and when pathology tests may be indicated. What tests can be initiated by a physiotherapist? What is the process when pathology tests are indicated but can’t be initiated by a physiotherapist? In what situations should expert colleagues be consulted in relation to medicines and what important information needs to be conveyed? 7.1 When is over-the-counter analgesia indicated and what is the relevant information to inform patients of when recommending over-the-counter analgesia? When is over-the-counter analgesia not indicated? Explain your clinical decision making. 9.6 9.7 9.7 Provide an example of a situation where you have faced an atypical situation and discuss how you managed the situation. What are the principles of fracture management and joint reductions that indicate when input from expert colleagues are required? Provide an example of when input is required from expert colleagues in the care of a patient with spinal pain. Provide an example of when input is required from expert colleagues in the care of a patient with limb pain. OVERALL COMPETENCY / RESULT PERFORMANCE LEVEL Dependent Marginal Assisted Supervised Independent 7.2 8.1 8.2 8.3 9.5 12. 2 10. 1 10. 2 12. 2 15. 5 Date: Signature of assessor(s): Signature of candidate: 93 SPECIAL QUESTIONS / COMMENTS / FURTHER ACTION ORGANISATIONAL RECORDING PROCESSES COMPLETED Yes No Author: Version: Last review date: Next review date: BONDY RATING SCALE Scale label Independent (I) Standard of procedure Safe Achieved intended outcome Accurate Behaviour is appropriate to context Supervised (S) Safe Accurate Achieved intended outcome Behaviour is appropriate to context Assisted (A) Safe Accurate Marginal (M) Safe only with guidance Not completely accurate Unsafe Achieved most objectives for intended outcome Behaviour generally appropriate to context Incomplete achievement of intended outcome Dependent (D) Unable to demonstrate behaviour Lack of insight into behaviour appropriate to context Quality of performance Proficient Confident Expedient Proficient Confident Reasonably expedient Proficient throughout most of the performance when assisted Level of assistance required Unskilled Inefficient Continuous verbal and frequent physical directive cues Unskilled Unable to demonstrate behaviour/procedure Continuous verbal and physical directive cues No supporting cues required Occasional supportive cues Frequent verbal and occasional physical directives in addition to supportive cues X Not observed Reference: Bondy K N 1983, ‘Criterion-referenced definitions for rating scales and clinical evaluation’, Journal of Nursing Education, 22(9):376–381. 94 Direct workplace observation (WO) (screening clinics): modified assessment checklist Candidate’s name: Date: Assessment linkage to competency standard: 4.1–2, 5.1–5, 6.1–7, 7.1–7, 9.1–2, 9.5–6, 9.9, 10.1– 2, 11.1–7, 12.1–2, 13.1–3, 15.1–6, 17.1–4, 18.1–3 Within each workplace observation not all performance criteria may be appropriate to be assessed. Performance criteria may be carried over for assessment in the next workplace observation. Once all performance criteria have been assessed as independent no further workplace observations will be required. Workplace observation no. (circle): 1 2 3 additional as required 4 5 Assessor’s name and designation: Candidate to indicate the type of patient presentation included in this workplace observation: Upper limb Lower limb Spinal Other BONDY RATING SCALE Scale label Standard of procedure Quality of performance Level of assistance required Independent (I) Safe Accurate Achieved intended outcome Behaviour is appropriate to context Proficient Confident Expedient No supporting cues required Supervised (S) Safe Accurate Achieved intended outcome Behaviour is appropriate to context Proficient Confident Reasonably expedient Occasional supportive cues Assisted (A) Safe Accurate Achieved most objectives for intended outcome Behaviour generally appropriate to context Proficient throughout most of the performance when assisted Frequent verbal and occasional physical directives in addition to supportive cues Marginal (M) Safe only with guidance Not completely accurate Unsafe Incomplete achievement of intended outcome Unskilled Inefficient Continuous verbal and frequent physical directive cues Unable to demonstrate behaviour Lack of insight into behaviour appropriate to context Unskilled Unable to demonstrate behaviour/procedure Continuous verbal and physical directive cues Dependent (D) X Not observed Reference: Bondy K N 1983, ‘Criterion-referenced definitions for rating scales and clinical evaluation’, Journal of Nursing Education, 22(9):376–381. 95 Comments Independe nt Supervisio n Assisted or N/A Marginal Patients deferred to other professionals appropriately Referrals prioritised according to need Performance rating scale X Dependent Communication Communication expert colleagues is concise, systematic and at appropriate level All relevant information presented to expert colleagues Provision and coordination of care Appropriate patients included for advanced physiotherapy management Shared care management applied appropriately Link to comp. standard ELEMENTS AND PERFORMANCE CRITERIA Did the candidate provide evidence of the following? 4.1 4.2 5.1 5.2 5.3 5.4 5.5 Action taken on referrals communicated Perform health assessment/examination Individualised, culturally appropriate and effective patient interview 6.1 evident 6.2 Preliminary hypothesis formed 6.2 Differential diagnoses identified 6.3, An individualised, appropriate and effective musculoskeletal 16.1 assessment conducted ‘Red flags’ and ‘yellow flags’ are identified, with appropriate action 6.6–7 taken Apply the use of radiological investigations in advanced musculoskeletal physiotherapy Imaging selected is indicated, risks are minimised and appropriate 7.1–3 modality selected 7.4 All required information conveyed on imaging request 7.5 Plain-film images are interpreted systematically and accurately Apply the use of pathology tests in advanced musculoskeletal physiotherapy (under the direction and supervision of a consultant) 8.1 Risks associated with pathology tests are minimised 8.2 Indication for pathology tests are determined appropriately 8.3 Authorisation gained as required 8.4 All required information conveyed to appropriate personnel when initiating pathology tests 8.5 Pathology tests and results are interpreted appropriately and in consultation with expert colleagues as appropriate Apply the use of therapeutic medicines (under the direction and supervision of a consultant) 9.1–2 Acted to ensure use of medicines is indicated, safe and effective 9.6 Advanced clinical decision making Findings interpreted and synthesised to confirm the diagnosis Management plan shows well-developed judgement, with synthesis of all relevant factors Formulate and implement a management/intervention plan Plan is evidence-based, appropriate and made in collaboration with patient Input on plan is sought from expert colleagues appropriately All prerequisite investigations or procedures are facilitated prior to consultation or referral Complex modifications to routine musculoskeletal intervention are evident and include providing appropriate patient and carer education 10.1 10.2 11.1 11.2 15.2–4 11.3 11.6 15.1–4 17.2 96 Referral and follow-up arranged appropriately Provided appropriate education and advice to patient Thorough handover conducted Monitor and escalate care The patient response and progress monitored throughout the intervention appropriately Obtain patient consent Own activity as it specifically relates to the practice context explained and checked that the patient agreed before proceeding The patient’s capacity for decision making and consent considered Patient informed of risks and confirmed understanding 17.4 18.1–4 11.4 11.6 11.7 12.1–2 13.1 13.2 13.3 OPTIONAL FOLLOW-UP QUESTIONS FOR THE ASSESSOR TO CONSIDER What are the risks associated with ordering plain x-rays? What are the key principles to apply to minimise risk associated with plain x-rays? What are the indications for imaging the following regions: o peripheral joints (UL and LL) and spinal? What are three examples of clinical decision making rules for imaging? What are the risks associated with pathology tests and what do clinicians requesting pathology tests need to do to minimise these risks? Provide an example of what and when pathology tests may be indicated. What tests can be initiated by a physiotherapist? What is the process when pathology tests are indicated but can’t be initiated by a physiotherapist? In what situations should expert colleagues be consulted in relation to medicines and what important information needs to be conveyed? When is over-the-counter analgesia indicated and what is the relevant information to inform patients of when recommending over-the-counter analgesia? When is over-the-counter analgesia not indicated? Explain your clinical decision making. Provide an example of a situation where you have faced an atypical situation and discuss how you managed the situation. SPECIAL QUESTIONS / COMMENTS / FURTHER ACTION OVERALL COMPETENCY/RESULT PERFORMANCE LEVEL Dependent Marginal Assisted Supervised Independent ORGANISATIONAL RECORDING PROCESSES COMPLETED 7.1 7.2 8.1 8.2 8.3 9.5 12.2 9.6-7 9.7 10.1-2 12.2 Date: Signature of assessor(s): Signature of candidate: Yes No 97 Direct workplace observation (WO) (screening clinics): skills assessment checklist Candidate’s name: Date: Assessment linkage to competency standard: 6.3-4, 15.1–5 (ED review), 17.1, 17.3 (spinal), 18.1–3 (limb) Within each workplace observation not all performance criteria may be appropriate to be assessed. Three clinical tests per peripheral region may be chosen to be demonstrated. Once all performance criteria has been assessed as independent no further workplace observations will be required. Assessor’s name and designation: BONDY RATING SCALE Scale label Independent (I) Standard of procedure Safe Accurate Achieved intended outcome Behaviour is appropriate to context Supervised (S) Safe Accurate Achieved intended outcome Behaviour is appropriate to context Assisted (A) Safe Accurate Safe only with guidance Not completely accurate Unsafe Achieved most objectives for intended outcome Behaviour generally appropriate to context Incomplete achievement of intended outcome Marginal (M) Dependent (D) Unable to demonstrate behaviour Lack of insight into behaviour appropriate to context Quality of performance Proficient Confident Expedient Proficient Confident Reasonably expedient Proficient throughout most of the performance when assisted Unskilled Inefficient Unskilled Unable to demonstrate behaviour/procedure Level of assistance required No supporting cues required Occasional supportive cues Frequent verbal and occasional physical directives in addition to supportive cues Continuous verbal and frequent physical directive cues Continuous verbal and physical directive cues X Not observed Reference: Bondy K N 1983, ‘Criterion-referenced definitions for rating scales and clinical evaluation’, Journal of Nursing Education, 22(9):376–381. 98 Shoulder labral integrity tests Lower limb Choose three of the following to demonstrate appropriate tests. Anterior cruciate ligament integrity tests MCL/LCL integrity tests Meniscal integrity tests Posterolateral corner integrity tests Patellofemoral stability tests Spinal Demonstrate a full UL and LL neurological examination inclusive of UMN and LMN assessment. Dermatomes Myotomes Reflexes UMN tests OPTIONAL FOLLOW-UP QUESTIONS FOR THE ASSESSOR TO CONSIDER What are the indications for imaging the following regions? Peripheral joints (UL and LL) Independent Shoulder apprehension tests Supervisio n or N/A Assisted Rotator-cuff pathology tests X Marginal Performance rating scale Dependent Upper limb Choose three of the following to demonstrate appropriate tests. Shoulder impingement tests Link to competency standard ELEMENTS AND PERFORMANCE CRITERIA Did the candidate provide evidence of the following? 18.1 18.3 18.1 18.2 17.1 17.3 7.2 Spinal What are some examples of clinical decision making rules for imaging? What type of presentations would require input from an orthopaedic or neurosurgical consultant on the day of assessment? 6.5 7.6 99 Upper limb Lower limb Spinal OVERALL COMPETENCY/RESULT PERFORMANCE LEVEL Dependent Marginal Assisted Supervised Independent 11.2 15.2–4 16.4 Date: Signature of assessor(s): Signature of candidate: SPECIAL QUESTIONS / COMMENTS / FURTHER ACTION ASSESSMENT ADDED TO ASSESSMENT RECORD Yes No N/A 100 Case-based presentation (CBP): assessment checklist Candidate’s name: Date: Assessment linkage to competency standard: 3.4, 5.1, 5.2, 5.5, 6.1–7, 7.2, 7.3, 7.5, 7.7, 8.1–4, 9.1, 9.2, 9.5–7, 9.9, 10.1–3, 11.1–7, 12.1, 12.2, 15.1–5, 16.1–5, 17.1–4, 18.1–3, 19.1–4, 20.1, 20.2 (circle if complete) Case presentation no. (circle): 1 2 3 4 5 Assessor’s name and designation: Audience: Candidate to indicate the patient profile/condition(s) or assessment focus included in this presentation: History and examination findings of patients with conditions of: Upper limb Lower limb Spinal Patient profile/condition Diabetes (criteria 16.1–5) Spinal pain (criteria (17.1–4) Limb pain (criteria 18.1–3) Pain conditions (criteria 19.1–4) Management/intervention required Imaging Pathology Pharmacological requirements Patient care required Shared model of care / transfer of care (circle) Escalation in response to an atypical situation Reflection on clinical practice Evidence of advanced clinical decision making and formulation of complex management plans Did the candidate provide evidence of the following? Link to comp. standard Satisfactory = S Not applicable = N/A Not satisfactory = NS Not observed = X S NS N/ A or X Comments: Areas performed well, areas for improvement, criteria still requiring evidence – for example, N/A or NS Referrals Shared care arrangement applied appropriately 5.2 Patients deferred to other professionals appropriately 5.3/5.5 Health assessment/examination Appropriate and effective patient interview evident 6.1 Preliminary hypothesis formed and differential diagnosis 6.2 identified 101 Complex modifications to routine musculoskeletal assessment evident (for example: 16 diabetes) Appropriate, effective, individualised musculoskeletal assessment is evident and is: o systems-based o includes relevant clinical tests o selects and measures relevant health indicators o substantiates the provisional diagnosis Input from expert colleagues obtained appropriately in 6.3, 16.1 6.4, 17.1, 17.3, 18.1, 18.2, 18.3 ‘Red flags’ are identified, with appropriate action taken 6.5, 17.4, 18.2, 18.3 6.6 ‘Yellow flags’ are identified, with appropriate action taken 6.7 assessment phase Radiological investigations Imaging selected is indicated and appropriate Input on imaging is sought from colleagues appropriately Radiological images accurately and systematically interpreted Pathology tests Pathology tests and results are interpreted appropriately 7.2, 7.3, 16.2 7.3 7.5 8.1, 8.2, 8.3 8.3 Input on pathology tests sought from colleagues appropriately Therapeutic medicines Indicators and appropriate medication needs of the patient are 9.1, 9.2, identified and addressed 9.5, 9.6, 9.7 Appropriate input on medications is sought from colleagues 9.1, 9.5 Knowledge of pharmacokinetics, indications, contraindications 9.2 and precautions, adverse effects, interactions, dosage and administration of medications commonly used to treat musculoskeletal conditions is applied Advanced clinical decision making Findings interpreted and synthesised to confirm the diagnosis 10.1 Management plan shows well-developed judgement, with 10.2 synthesis of all relevant factors 102 Management/intervention plan Plan is evidence-based and appropriate to diagnosis 11.1 Plan is made in collaboration with patient/family 11.1, 20.3 Input on plan is sought from colleagues appropriately and handover is adequate when indicated 11.2, 15.2–4, 16.4, Complex modifications to routine musculoskeletal intervention, 11.6, evident (for example: 15 fractures, 16 diabetes, 17 spinal, 18 15.1-4, limb pain, 19 pain, 20 persistent pain) and includes providing 16.2, appropriate patient and carer education 17.2, 17.4, 19.4, 20.1 Referral and follow-up appointments/investigations arranged 10.3, appropriately and resources used wisely 11.3, 11.4, 11.5 Monitoring and escalation Monitor and escalate when atypical situations arise and implement the management plan/intervention appropriately 12.1, 12.2 Lifelong learning Reflection on clinical practice to identify strengths and areas requiring further development is evident OVERALL PERFORMANCE (circle to indicate) Satisfactory Not satisfactory 3.4 Signature of assessor(s): Signature of candidate: SPECIAL QUESTIONS / COMMENTS / FURTHER ACTION ASSESSMENT TASK ADDED TO ASSESSMENT RECORD Yes No N/A 103 Case-based presentation (CBP): assessment instructions and summary Candidate’s name: Assessment linkage to competency standard: 3.4, 5.1, 5.2, 5.5, 6.1–7, 7.2, 7.3, 7.5, 7.7, 8.1–4, 9.1, 9.2, 9.5–7, 9.9, 10.1–3, 11.1–7, 12.1, 12.2, 15.1–5, 16.1–5, 17.1–4, 18.–3, 19.1–4, 20.1, 20.2 Assessment instructions: 1. Candidates must satisfactorily complete a minimum of five case-based presentations that, when tracked in the table below, cover the full range of assessment focus areas. 2. The frequency and timing of the CBP will be designated by the assessor, clinical lead or supervisor. 3. Please confirm any additional requirements with the assessor – for example, access to patient’s medical number, access to patient’s imaging, de-identified notes. 4. Each presentation should attempt to address as many of the performance criteria listed on the CBP assessment tool as possible. 5. Using the table below, the candidate needs to track performance criteria yet to be observed or satisfactorily completed. 6. At the completion of the five CBPs, all performance criteria need to have been observed and satisfactorily completed; these can be tracked in the table below. 7. CBPs will be supported through oral appraisal by the assessor, centring on advanced clinical decision making. CBP no. CBP 1 CBP 2 CBP 3 CBP 4 CBP 5 Date of completion Result S / NS List performance criteria, yet to be observed or satisfactorily completed Assessor’s name and designation 104 Track the content of the CBP by ticking the assessment focus areas below CBP 1 Assessment focus area History and examination findings, of patients with conditions of: Upper limb Lower limb Spinal Patient profile/condition Diabetes Management/intervention required Imaging Pathology Pharmacological requirements Patient care required Shared model of care / transfer of care Escalation in response to an atypical situation Reflection on clinical practice Evidence of advanced clinical decision making and formulation of complex management plans OVERALL PERFORMANCE for all assessed case-based presentations (circle to indicate) Satisfactory Not satisfactory ORGANISATIONAL RECORDING PROCESSES COMPLETED Author: Version: Yes CBP 2 CBP 3 CBP 4 CBP 5 Signature of assessor(s) and designation: Date: Signature of candidate: Date: No Last review date: Next review date: 105 Advanced musculoskeletal physiotherapy - clinical and recordkeeping audit guideline TARGET AUDIENCE Musculoskeletal physiotherapists Physiotherapy manager Medical directors of relevant unit (emergency, orthopaedics and neurosurgery) PURPOSE The purpose of this guideline is to provide a tool to audit performance of advanced musculoskeletal physiotherapists to ensure patient safety and quality of care is maintained at the highest level. GUIDELINE Audits have been identified as a clinical governance activity in the Advanced musculoskeletal physiotherapy clinical governance guideline to assist in the process of demonstrating clinical effectiveness of advanced musculoskeletal physiotherapists. Two different audit activities that will be undertaken will be described in this guideline. Definitions Record-keeping audit A record-keeping audit is a process that establishes whether physiotherapy documentation, within the medical record, referral or handover, meets accepted legal, professional and statutory requirements. For both audit activities medical records will be used; however, for the clinical audit the relevance of the clinical content documented in the medical record will be discussed against clinical standards and evidence-based practice (wether what was done or not done was appropriate for the context). The record-keeping audit will assess the way it was recorded in terms of health record-keeping standards. Clinical audit Clinical audit is a systematic, critical analysis of the quality of clinical care that is reviewed by peers against an explicit criteria or recognised standards, and then used to further inform and improve clinical practice. Its ultimate goal is improving quality of care for patients. Its purpose is to examine whether what you think is happening really is, and whether current performance meets existing standards. The environment in which audit and peer review takes place should be one of open discussion based on accurate data and an understanding of the role of systems issues. AUDIT METHODS Record-keeping audit This involves a random sample of 10 records (medical records of patients will be selected by the clinical lead physiotherapist for each advanced musculoskeletal physiotherapist). The medical UR number will be selected from the electronic clinical log (Access database). The patient’s medical history and their corresponding UR number will be accessed on PowerChart by the clinical lead. The 106 record-keeping audit assessment form can be completed by the clinical lead or an allocated peer (Tool 1) for three patients. The results of this assessment will be discussed with the advanced musculoskeletal physiotherapist and recommendations of areas for improvement will be made with a plan to address the recommendations. If the results of the record-keeping audit are not satisfactory further medical records may be accessed and/or the record-keeping audit repeated again after a period of time once the recommendations to the physiotherapist have be implemented. Self-assessment A self-assessment of record keeping should be conducted by the advanced musculoskeletal physiotherapist using the assessment form throughout the training period and on a regular basis using the record-keeping assessment tool. Clinical audit (peer reviewed) From the sample of 10 records used in the record-keeping audit or from any other cases identified, the clinical lead physiotherapist will select up to three medical records to be used for the clinical audit (they may be the same records used for the record-keeping audit or be a different three patients – this will be up to the discretion of the clinical lead). The clinical lead will review the content of the medical records and be rated according to evidence-based practice and best practice standards. The clinical audit assessment form will be completed (Tool 2). A medical consultant may also be involved in this process as determined by the relevant individual medical units. A peer review process with feedback to the advanced musculoskeletal physiotherapist will be scheduled with the clinical lead (with or without a medical consultant). The peer review process should be documented with recommendations of actions to address areas requiring improvement and the plan to evaluate and monitor the implemented actions. The advanced musculoskeletal physiotherapist should keep a copy of the documentation for their professional practice portfolio, which will contribute to their work-based competency assessment and the ongoing assessment of competency. The clinical lead may decide to present the case to the team of advanced musculoskeletal physiotherapist to share the opportunity for learning at a scheduled continuing education session. This must be done with the permission of the advanced musculoskeletal physiotherapist and with identity of the people involved removed to protect patient and staff privacy. Further audits may be required at the discretion of the clinical lead. Reporting The clinical lead physiotherapist for the advanced musculoskeletal physiotherapy service will be responsible for reporting the results of the clinical audit and record-keeping audit to the physiotherapy manager and medical director annually. Advanced musculoskeletal physiotherapy trainees will be expected to complete the clinical audit and record-keeping audit requirements prior to undertaking their work-based competency assessment. Once deemed competent all advanced musculoskeletal physiotherapist will be expected to participate in the clinical and record-keeping audit annually. KEY RELATED DOCUMENTS Advanced musculoskeletal physiotherapy clinical governance guideline Advanced musculoskeletal physiotherapy clinical education framework – work-based competency standard and assessment Allied health clinical governance guideline 107 Australian Physiotherapy Association documentation standards http://www.physiotherapy.asn.au/DocumentsFolder/Advocacy_Position_Health_Records_2010.pdf Key legislation, Acts and standards: Charter of Human Rights and Responsibilities Act 2006 (Vic)2 RESOURCES Guild Insurance Record-keeping self-test: retrieved 18 March 2013, <http://www.riskequip.com.au/surveys/records-in-physiotherapy>. Centre for Clinical Governance Research in Health, UNSW 2009, Clinical audit: a comprehensive view of the literature; retrieved 18 March 2013, <http://clingov.med.unsw.edu.ai>. Australian Medicare Locals Alliance (2013) Guidelines for conducting clinical audits, ATAPS clinical governance implementation resource kit, retrieved 18 March 2013, <http://www.amlalliance.com.au/medicare-local-support/primary-mental-health/ataps-clinicalgovernance-framework/ataps-clinical-governance-resource-kit>. AUTHOR/CONTRIBUTORS * denotes key contact Name Position Service/program * insert name Grade 4 musculoskeletal physiotherapist Physiotherapy Reminder: Charter of Human Rights and Responsibilities Act 2006 – All those involved in decisions based on this guideline have an obligation to ensure all decisions and actions are compatible with relevant human rights. 2 108 TOOL 1: ADVANCED MUSCULOSKELETAL PHYSIOTHERAPY RECORD KEEPING AUDIT ASSESSMENT TOOL Audit date: Mark as appropriate below, each health record entry against each criteria 1–40: X N/A Physiotherapist: Health record entry number: 1 2 3 Assessor’s name (role) for each entry: UR number: General Consent requirements met Legible Date of consult Time of consult Physiotherapy heading Signature Printed name Page has UR sticker Black or blue pen All notations and abbreviations used are meaningful to those other than physiotherapists Are personable comments excluded from all records Single line through errors Reason for alterations stated Alterations initialled 109 Subjective assessment Allergies noted HOPC Special questions – red flags, yellow flags, population-specific questions assessed Past medical and surgical history Current health status Medications taken on the day and usual regimen Social history Smoker/alcohol/drugs Objective assessment Neurovascular status Skin integrity Other observations Vital signs if indicated Palpation findings Functional status Range of movement Special tests / neuro Investigations – referral information adequate, outcome documented Reviewed by consultant? Working diagnosis/impression 110 Management Treatment Warnings Reassessment / action taken Written information provided Consultations Name, position, outcome of consultation Follow-up plan Referrals Discharge letter Education and advice to patient OVERALL RESULT: S = satisfactory; NS = not satisfactory (80% correct of applicable criteria, required for satisfactory result) S NS S NS S NS Signature of assessor: 111 Main areas identified for improvement (overall) Action plan and timeframe General Subjective assessment Objective assessment Management/ consultations 112 Follow-up plan Date: Signature of the clinical lead/consultant: Signature of the physiotherapist: 113 TOOL 2: ADVANCED MUSCULOSKELETAL PHYSIOTHERAPY CLINICAL AUDIT ASSESSMENT TOOL Assessor (role): UR number: Physiotherapist: Date: Presenting condition: Main areas identified for improvement Evidence-based practice / best practice Action plan (as agreed with physiotherapist) Subjective assessment Objective assessment 114 Diagnosis/impression (clinical reasoning) Management/ consultations Follow-up plan Signature of assessor: Signature of physiotherapist: Date: 115 Advanced musculoskeletal physiotherapist – performance appraisal Physiotherapist’s name: Date: Please Circle: Designs and performs an individualised, culturally appropriate and effective patient interview. Yes No 6.1 Acts to ensure all ‘red flags’ and ‘yellow flags’ are identified in the assessment process and takes appropriate action in a timely manner. Yes No 6.6 6.7 Performs complex modifications to routine musculoskeletal assessment in recognition of factors that may impact on the process such as the patient profile/needs. Yes No 6.3 Yes No 6.4 Yes No 6.2 Identifies when input is required from expert colleagues and acts to obtain their involvement. Yes No 6.5 7.6 9.5 Uses concise, systematic communication at the appropriate level when conversing with colleagues. Yes No 4.1 Presents all relevant information to expert colleagues when acting to obtain their involvement. Yes No 4.2 8.4 Identifies when input to complement care is required from other health professionals and acts to obtain their involvement. Yes No 11.5 Uses finite healthcare resources wisely to achieve best outcomes. Yes No 10.3 Provides appropriate education and advice to patients with common and/or complex conditions. Yes No 11.6 Conducts a thorough handover to ensure patient care is maintained. Yes No 11.7 Works towards the full extent of their role. Yes No 1.2 Takes responsibility for own actions. Yes No 2.1 Designs and conducts an individualised, culturally appropriate and effective clinical assessment that: is systems-based includes relevant clinical tests selects and measures relevant health indicators substantiates the provisional diagnosis. Formulates a preliminary hypothesis and differential diagnoses for a patient with common and/or complex conditions. Comments: Consultant’s name: Consultant’s signature: 116 Oral appraisal (OA) assessment tool (screening clinic and ED soft tissue review clinic) Candidate’s name: Date: Assessment linkage to competency standard: 1.1, 5.4, 9.3, 9.4, 13.4 Assessor’s name and designation: Did the candidate satisfactorily answer the following questions? Satisfactory = S Not satisfactory = NS Link to standard competency ELEMENTS AND PERFORMANCE CRITERIA Performance rating scale S Comments NS PROFESSIONAL BEHAVIOURS 1. Operate within scope of practice Can you describe the scope of practice relevant for the role and provide an example of what you might encounter that would be outside scope of practice? 1.1 What is the definition of advanced scope of practice and how does it differ from extended scope of practice? PROVISION AND COORDINATION OF CARE 5. Evaluate referrals Can you describe the patients who are appropriate for this advanced musculoskeletal physiotherapy role in the context of the individual physiotherapist? 5.4 117 Can you prioritise from attached list of referrals who should be seen in the orthopaedic or neurosurgery clinics or the ED review clinic? (this will be different for each advanced musculoskeletal physiotherapy service) 5.4 9. Apply the use of therapeutic medicines in advanced musculoskeletal physiotherapy What legislation and registration requirements relating to medicines apply to the physiotherapist working in advanced physiotherapy roles? 9.3, 9.4 What responsibilities apply to the physiotherapist in relation to the recommending the use of medicines to patients? 13. Obtain patient consent What is the process if a patient refuses to be seen by a physiotherapist and requests to be seen by a doctor? 13.4 OVERALL COMPETENCE RESULT Date: Signature of assessor(s): Satisfactory / unsatisfactory Date: Signature of candidate: SPECIAL QUESTIONS / COMMENTS / FURTHER ACTION ORGANISATIONAL RECORDING PROCESSES COMPLETED Yes No Author: Last review date: Version: Next review date: 118 Radiological interpretation of a plain-film case series: assessment tool (for the candidate) Candidate’s name: Date: Assessment linkage to competency standard: 7.4 Area of advanced musculoskeletal physiotherapy: Orthopaedic and neurosurgery screening clinics (ED review clinic to refer to the ED radiological interpretation of a plain-film series) Assessor’s name and designation: ELEMENTS AND PERFORMANCE CRITERIA Link to competency standard Plain-film case series marking criteria instructions PROVISION AND COORDINATION OF CARE 7. Apply the use of radiological investigations in advanced musculoskeletal physiotherapy 7.5 Interpret plain-film images accurately using a systematic approach for patients with musculoskeletal conditions, as relevant to the practice context 7.4 Score of plain-film case series Candidate’s answers will be matched against the actual radiology report Total marks available for each question will vary depending on whether an abnormality is present or not and number of abnormalities Candidate correctly identifies if image is normal or abnormal = 1 mark If abnormal, candidate correctly identifies the anatomical site of abnormality = ½ mark for each site and correctly describes each abnormality to the satisfaction of the assessor = ½ mark Candidate must indicate significance of injury, potential for associated injuries, and indicate when referral onto medical team is warranted – marks will be allocated accordingly Score from each section should be total and added together for final score Satisfactory / not satisfactory Comments / action plan Signature of assessor: Name of assessor: Date: 119 Knee case Normal/abnormal X-ray – please describe and interpret findings Marking criteria Please circle 1 Normal/abnormal 2 Normal/abnormal 3 Normal/abnormal 120 4 Normal/abnormal 5 Normal/abnormal KNEE TOTAL COMBINED TOTAL Pelvis and hip case Normal/abnormal X-ray – please describe and interpret findings Marking criteria Please circle 1 Normal/abnormal 121 2 Normal/abnormal 3 Normal/abnormal 4 Normal/abnormal 5 Normal/abnormal 122 PELVIS AND HIP TOTAL COMBINED TOTAL Shoulder case / Normal/abnormal X-ray – please describe and interpret findings Marking criteria Please circle 1 Normal/abnormal 2 Normal/abnormal 3 Normal/abnormal 123 4 Normal/abnormal 5 Normal/abnormal SHOULDER TOTAL COMBINED TOTAL Spinal case Normal/abnormal X-ray – please describe and interpret findings Marking criteria Please circle 124 1 Normal/abnormal 2 Normal/abnormal 3 Normal/abnormal 4 Normal/abnormal 125 5 Normal/abnormal SPINAL TOTAL COMBINED TOTAL / 126 PRE-ASSESSMENT CHECKLIST FOR WORKPLACE ASSESSORS: SELFASSESSMENT TOOL Tacit knowledge of assessment area Recent and broad experience in the area being assessed Expertise in performance assessment processes Working knowledge of the competency standard content Working knowledge of the assessment plan and tool Working knowledge of the responsibilities as an assessor including: o ensures assessment takes part in the practice setting o ensures the candidate has appropriate preparation for and information about the assessment process o conducts assessments fairly o provides effective performance feedback o records results, maintaining confidentiality in accordance with organisational requirements Has relevant clinical competencies at least to the level being delivered or assessed by virtue of a qualification, training or experience 127 CONDITIONS AND CONTEXT FOR ASSESSMENT: INSTRUCTIONS Self-assessment using the Learning needs analysis tools is recommended for the candidate prior to engaging in a work-based learning and assessment program. (Self-assessment will not be used as a stand-alone method to make a decision of competence.) Assessment tasks will be planned throughout the timeframe negotiated between the candidate and the assessor. A combination of assessment occasions and methods will be used and are mapped on the Learning and assessment plan. The Cumulative assessment tool collates all of the evidence gathered through the assessment and, based on this evidence, the assessor makes and records an overall assessment about the learner’s competence. The assessment(s) will be conducted at a time that is mutually agreeable to both the assessor and the candidate (making allowances for the impact access to appropriate patients may have on this). When the assessment task requires direct workplace observation, this will be conducted in reality with patient(s) appropriate for advanced musculoskeletal physiotherapy and within the practice context setting. (The use of simulated contexts is discouraged and will only be implemented when there is no other available, appropriate and timely method of assessment.) Access to relevant guidelines, standards and procedures will be given during the assessment task. To achieve competency, the candidate will provide sufficient evidence through planned assessment activities, as determined by the assessor. All competency elements and performance criteria must be satisfactorily met for the candidate to be deemed competent. The assessment must be conducted by a workplace assessor who meets the recommended minimum criteria for assessors. It is implicit that the candidate demonstrates appropriate knowledge during the whole assessment task. If the candidate does not meet the expected standard of performance. o A plan will be made to address the performance gap. This may include opportunity for additional teaching and supervised clinical practice. This will be made available prior to subsequent assessments. o An additional assessment will be rescheduled at a time negotiated between the assessor and candidate. o The candidate is permitted to engage another assessor if available/appropriate. 128 ASSESSMENT PREPARATION CHECKLIST: Have you prepared all necessary equipment / assessment tools prior to the assessment? Have you introduced yourself? Have you verified the candidate is ready for assessment? Have you informed the candidate about confidentiality issues regarding the assessment? Have you provided an explanation of the parameters of the assessment (including the method and context)? Have you explained that in the event of unsafe practices the assessment will be terminated? Have you invited the candidate to ask questions before the assessment begins? Have you described the assessment scenario in a clear and non-ambiguous manner? 129 GUIDELINES FOR ASSESSORS DURING A DIRECT WORKPLACE OBSERVATION ASSESSMENT Use ‘non-prompting’ and ‘non-involvement’ behaviour. Provide succinct clarification on request, without suggestive prompting. Use follow-up questioning at the conclusion of the direct observation to clarify or address outstanding performance criteria (a list of potential clarifying questions has been included with the direct work observation tool). Inform the candidate of the outcome of the assessment in a timely manner. Provide effective feedback at the completion of the assessment. o Be concise. Focus on behaviour (not personality) and engage the candidate in a discussion of performance. o Discuss areas performed well. o Discuss areas requiring improvement. o Document the outcome of the assessment on the tool. Communicate effectively with a candidate who is ‘not yet competent’ about the performance rating given. o Communicate objective reasons for non-competence / the rating. o Negotiate an action plan with the candidate to develop skills for successful completion / performance improvement. o Agree on a timeframe for an ongoing Learning and assessment plan. o If applicable/available, offer an alternate assessor. 130 Curriculum overview Orientation program One of the requirements in the Learning and assessment plan is to complete an orientation program for the role. All new staff to the organisation should undergo the routine staff orientation process in addition to the specific orientation program developed for the role of advanced musculoskeletal physiotherapist (refer to orientation manual developed at local site and included in the operational guidelines). An orientation program will be specific to the advanced musculoskeletal physiotherapy service. For example, a minimum of one session of observing/shadowing with either an experienced physiotherapist already working in the role prior to seeing patients in the screening clinics is recommended. For a physiotherapist new to the advanced practice role a reduced clinical load with direct access to the clinical lead physiotherapist during the clinic may be recommended for the first two clinical sessions. Prior to observing a session, the physiotherapist should achieve the following objectives: Complete the organisation’s staff orientation process. Complete an orientation specific to the screening clinic / ED soft tissue review clinic and advanced practice role. Complete an orientation to the physiotherapy department. Complete an orientation and introduction to the orthopaedic or neurosurgical team as appropriate including consultants and registrars where practicable. Completed the workplace observation (skills checklist) with relevant personnel. Get familiar with the hospital and clinic IT system(s) and acquire the necessary IT access. Complete the online radiation safety module: http://www.imagingpathways.health.wa.gov.au/index.php/radiation-training-module. Complete Learning needs analysis Part A and B and meet with a mentor to discuss Learning and assessment plan. Complete module 10 on communication (ISBAR). Curriculum development An example of how the curriculum might look is provided below. Not all the self-directed learning modules may be applicable depending on the model of care being implemented; for example, wounds may not be required, and some self-directed learning modules may be considered for more advanced learning and experience, and therefore used at a later stage such as differential diagnosis, pharmacology and diabetes. The focus of the learning program should be directed at assisting the physiotherapist to acquire the necessary underpinning skills and knowledge to perform as per the performance criteria described in the competency standard. 131 Example of a curriculum timeline (full time physiotherapist who has met the selection criteria working as an advanced musculoskeletal physiotherapist in the orthopaedic or neurosurgery screening clinics) ORIENTATION Block 1 Block 2 Block 3 Block 4 Orientation program SELF-DIRECTED LEARNING MODULES SELF-DIRECTED LEARNING MODULES SELF-DIRECTED LEARNING MODULES SELF-DIRECTED LEARNING MODULES Musculoskeletal conditions Cervical spine Lumbar spine Musculoskeletal conditions Shoulder Knee Musculoskeletal conditions Hip Ankle Foot Radiology Indications for imaging Requesting imaging Radiology Interpreting plainfilm imaging Musculoskeletal Elbow Wrist Hand Thoracic spine Pharmacology In-service: Radiology Interpreting plain film? In-service: Pharmacy or anaesthetics – analgesia In-service: Neurosurgery Spinal surgery REDUCED CLINICAL LOAD WITH ACCESS TO CLINICAL LEAD TWO (2) CLINICS MEET WITH MENTOR Formative assessment CASE-BASED PRESENTATION 1 Workplace observation (skills checklist) with consultant SELF-DIRECTED LEARNING MODULES (not all modules may be required**) Radiology Radiation safety Complete quiz (80% pass rate) Communication Complete Learning needs analysis Part A and B and discuss in collaboration with clinical lead to develop individualised Learning and assessment plan MEET WITH MENTOR Discuss Learning needs analysis Part A and B In-service: Orthopaedic surgeon What makes a good surgical candidate? OBSERVE/SHADOW CLINIC ONE (1) CLINIC Differential diagnosis of nonmusculoskeletal conditions 132 Block 5 Block 6 Block 7 Block 8 Block 9 WORKPLACE COMPETENCY ASSESSMENT SELF-DIRECTED LEARNING MODULES SELF-DIRECTED LEARNING MODULES Diabetes APA modules 1, 2 or in-house equivalent SELF-DIRECTED LEARNING MODULES Diabetes APA modules 3, 4 or in-house equivalent SELF-DIRECTED LEARNING MODULES REVISION Present clinical log and professional practice portfolio Oral appraisal Direct workplace observation x 1–2 Written test/quiz Performance appraisal Further case-based presentations as required Skills assessment (consultant) Record-keeping audit Pathology In-service: Pathology Routine bloods MEET WITH MENTOR Formative assessment In-service: Diabetes educator CASE-BASED PRESENTATION 2 MEET WITH MENTOR Formative assessment CASE-BASED PRESENTATION 3 MEET WITH MENTOR Prepare for work-based competency assessment Repeat Competency standard selfassessment tool 133 Glossary Refer to the manual of the Advanced musculoskeletal physiotherapy clinical education framework. 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Training Research and Education for Nurses in Diabetes, UK 2010, An Integrated Career and Competency Framework for Diabetes Nursing, SB Communications Group, London, retrieved 6 February 2013, <http://www.trend-uk.org/TREND-UK_Feb%202010.pdf>. Victorian Department of Human Services 2009, Health workforce competency principles: a Victorian discussion paper, Melbourne. 136 Appendix Learning and assessment plan template TITLE OF COMPETENCY STANDARD(S) TO BE ACHIEVED ASSESSMENT TIMEFRAME WORKPLACE LEARNING DELIVERY OVERVIEW Deliver Advanced Musculoskeletal Physiotherapy in the insert area of practice To be negotiated with clinical lead physiotherapist, assessor &/or line manager A combination of the following will be implemented Self-directed learning In-house in-services Coaching or Mentoring Workplace application Formal external learning 1. LEARNING ACTIVITIES / RESOURCES TASK DESCRIPTION 1. Complete Learning Needs Analysis for the work role 2. Complete site specific orientation to ED 3. Complete self-directed learning modules as required from the Learning Needs Analysis. Completed X Complete Learning Needs Analysis Part A and B, and discuss learning needs, evidence of prior learning, and assessment/ verification processes with clinical lead physiotherapist/supervisor/ mentor Complete orientation covering all details outlined in the site specific orientation guideline Select self-directed learning modules to complete (delete or add additional learning modules relevant to area of practice): 1. Musculoskeletal conditions/presentations 2. Radiology 3. Modules specific to area of practice 4. Wounds 5. Pharmacology 6. Pathology 7. Differential Diagnosis 8. Paediatrics 137 4. Complete formal training e.g. Radiology, Pharmacology and Diabetes 5. Complete further individual learning as required from the Learning Needs Analysis 6. Undertake supervised clinical practice & feedback sessions 9. Diabetes (APA diabetes e module) 10. Communication(ISBAR)/Consent/Documentation (add or delete) University of Melbourne Radiology single subject Subject Code: RADI90001 Radiology for Physiotherapists University of Melbourne Pharmacology single subject (TBC) APA e modules Diabetes for Physiotherapists http://www.learningseat.com/servlet/ShopLearning?categoryName=Browse+%BB+Phys iotherapy/Clinical+Content+%BB+Diabetes+For+Physiotherapists++8+CPD+Hours&learningId=38954 Other Complete further individualised learning as discussed with and directed by clinical supervisor/ line manager. This may include material beyond what is covered in the learning modules above. List below: Physiotherapists new to the work role who are undertaking the full learning & assessment pathway our encouraged to engage in a structured/timetabled work program as advised and negotiated with their clinical supervisor/assessor. Physiotherapists new to the role should complete an orientation program which includes shadowing and observation Until an individual is deemed competent to practice independently within the setting it is recommended they have access to senior medical /physiotherapy staff for clinical supervision. A graduated process from direct to indirect clinical supervision should be maintained during this period until performance is at an independent standard and physiotherapists will be supported by specific targeted feedback during this time, to address learning needs A formative assessment should be conducted early into commencing the role and throughout the supervision period to help the physiotherapist prepare for work place 138 observation assessment(s) and oral appraisal. The formative assessment may be conducted by the clinical lead physiotherapist however the work place observation could be conducted by an ED consultant familiar with the Competency Standard. 7. Review the following documents and become familiar with the content in relation to advanced musculoskeletal physiotherapy • • • • • 8. Other activities to be advised Australian Physiotherapy Standards http://www.physiocouncil.com.au/files/the-australian-standards-for-physiotherapy APA scope of practice http://www.physiotherapy.asn.au/DocumentsFolder/Advocacy_Position_Scope_of_ Practice_2009.pdf AHPRA Code of conduct/registration requirements http://www.physiotherapyboard.gov.au/Codes-Guidelines.aspx Processes for issuing of sick leave certificates/WC Local organisational guidelines /clinical governance structure State Drugs and Poisons act : http://www.health.vic.gov.au/dpcs/reqhealth.htm Poisons Standard 2010: http://www.comlaw.gov.au/Details/F2010L02386 Paediatric legislation/standards 1. It is recommended the trainee conduct a self-assessment of their clinical recordkeeping at intervals during the training program, in preparation for the record keeping audit and using the record-keeping audit assessment tool. Insert other learning activities. 139 2. ASSESSMENT DETAILS & LINKAGE ASSESSMENT TASK 1. Complete written responses (WR) Due date Performance Criteria **Add Performance Criteria from Competency Standard to assessment task 7.1, 7.5 Provide details of assessment task 2. Participate in direct workplace observation (WO) For an agreed period of time the physiotherapist will work under supervision, and the physiotherapist when deemed ready by self and supervisor, will undergo formal observation in the workplace. The physiotherapist’s level of performance will be rated against the standard by the designated assessor, using assessment tool(s) during a formal assessment process. Occasions of direct workplace observation will be negotiated by the assessor with the physiotherapist. It is recommended that these observations of clinical practice are to include patient presentations with signs and symptoms most common in presentation to area of practice Who the assessor is will vary depending upon the local organisation’s requirements. The assessor could be a consultant or an experience physiotherapists who is familiar with the assessment process and competency standard requirements. Provide details of assessment task 3. Maintain a professional practice portfolio (PF) 6.1-6.7, 7.1-2, 7.5, 9.1, 10.1-2, 11.1-4, 13.1-3, 17.1-6, 17.9-10 Add performance criteria where required 3.3 The professional practice portfolio required is consistent with the requirements of the APA’s requirements and should include relevant information regarding attendance and participation in formal and informal education and learning opportunities specific to advanced musculoskeletal physiotherapy area of practice. This may include: self-reflective journal/diaries in-services, lectures, journal clubs, continuing education programs attended or given quality projects research activities and publications 140 conference attendance mentoring/supervision sessions an electronic clinical log of types of conditions seen Please refer to: APA continuing development guidelines www.physiotherapy.asn.au/APAWCM/Learning_and_Development/CPD_Overview/APAWCM/Learn ingDevelopment/CPD_Overview.aspx APHRA guidelines for continuing education www.physiotherapyboard.gov.au/documents/default.aspx 4. Provide documentary evidence (DE) For Example: Participation in a record keeping audit – It is recommended that physiotherapists are required to provide documentary evidence of pre-determined number of health record entries, which will be audited using an audit assessment tool, by an assessor such as the clinical lead Physiotherapist or a peer. Performance will be rated as satisfactory if at least 80% of the applicable criteria are included in the samples. Feedback will be provided to the physiotherapist and recommendations for improvement documented with a plan to ensure recommendations are implemented. Record keeping practice should be in line with the local organisation’s policies and the APA Position Statement on health records. 5. Give case based presentations (CBP) It is recommended that physiotherapists present a predetermined number of cases (insert number) to colleagues at a frequency designated by the assessor/clinical lead/supervisor It will be supported by verbal questioning by the assessor, centring on advanced clinical decision making. The level of performance will be rated against the standard by the designated assessor, using the appropriate case based presentation assessment tool(s). The presentations should address the required performance criteria as identified in this learning and assessment plan. Additional performance criteria may be added and addressed in case based presentations. 6. Participate in performance appraisal (PA) It is recommended that a performance appraisal should be conducted at the completion of an agreed timeframe by an allocated consultant or experienced physiotherapist who has worked regularly with the physiotherapists being assessed. This appraisal is based on an informal observation of clinical practice over a period of time. 7.4, 9.8, 14.1 6.1-7, 8.1, 8.5, 9.1, 10.1-2, 11.1-4, 16.1-5, 17.1-3, 17.5-6 Add performance criteria where required Insert performance criteria 141 7. Undertake external qualification/training (Q/T) It is recommended the physiotherapist undertakes further external training. Examples of this may include: University of Melbourne single subject in Radiology APA Diabetes learning modules 1-4 To be guided by local organisation policies and guidelines. 8. Participate in oral appraisal (OA) An oral appraisal can be conducted to assess aspects of workplace performance, as required and at the discretion of the assessor (Consultant or Clinical Lead physiotherapist) in relation to the relevant performance criteria. Refer to the OA assessment tool. Insert performance criteria Insert performance criteria It is recommended that this oral appraisal is conducted when the physiotherapist is ready to submit all forms of evidence for a final assessment of competency to the designated assessor who maybe the Clinical Lead physiotherapist or nominated Consultant. 142